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Add a CRM Entity

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

  2. In the Toolbox pane, click Microsoft CRM 4. A list of activities is displayed.

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

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

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

  6. Click View Properties. The Create CRM 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 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 entity.

    Note:
    If you select the CRM Entity editor, you can directly select the CRM 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 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 Entities
Automatically Determine which Attributes to Populate with Data Item Values
Manually Determine which Attributes to Populate with Data Item Values, Expression Results, or Literal Values
Save the CRM Record IDs to a Data Item

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 4 Activities > Create CRM Records
Last modified at 7/31/2020 11:03 AM