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Add a CRM 2011 Entity

To create a CRM 2011 entity, complete the following steps:
  1. Check out and open the process you want to edit.

  2. In the Toolbox pane, click Microsoft CRM 2011. A list of Activities is displayed.

  3. Double-click or drag the Create CRM 2011 Records into the process.

  4. Link the activity appropriately with other activities in the process.

  5. Right-click the Create CRM 2011 Records activity. A shortcut menu is displayed.

  6. Click View Properties. The Create CRM 2011 Records window is displayed.

  7. Click the Resource and Entity tab. The corresponding screen is displayed.

  8. In the CRM System Resource field, click the System Resource editor icon and select the appropriate CRM 2011 system resource.

  9. In the CRM Entity field, select the appropriate input field editor and set the field to a value that is a CRM 2011 entity.

    Note:
    If you select the CRM 2011 Entity editor, you can directly select the CRM 2011 entity that you want to assign.
    If your system resource contains a data item in the connection string property, click Configuration values and enter a valid connection string for design-time, configuration purposes.


  10. Click OK. You configured the activity to add a CRM 2011 entity. Each activity has specific attributes that need to be populated for the entity to be created successfully by the activity. Refer to the corresponding topics in this section for details on populating attributes.

Related Topics
Create Multiple CRM 2011 Entities
Populate CRM 2011 Attributes with Data Item Values, Expression Results or Literal Values
Save the CRM 2011 Record IDs to a Data Item


Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 2011 Activities > Create CRM 2011 Records
Last modified at 7/31/2020 11:03 AM