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Assign a CRM 2011 Phone Call Activity to a User

A CRM 2011 Phone Call activity is a specific type of task where  the user is expected to make a phone call and then indicate that he or she completed the call. After the activity is marked as complete, the process will continue.

To assign a CRM 2011 Phone Call activity to a user, 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 Assign CRM 2011 Activity into the process.

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

  5. Right-click the Assign CRM 2011 Activity. A shortcut menu is displayed.

  6. Select View Properties. The Assign CRM 2011 Activity window is displayed.

  7. Click the Task Assignment tab. The corresponding screen is displayed.

  8. In the Assignment Profile field, click the Assignment Profile icon. A drop-down list of available assignment profiles is displayed.

  9. Select the appropriate assignment profile that defines the user or users that should receive this task.

  10. Click the System Resource tab. The corresponding screen is displayed.

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

  12. In the CRM Entity field, select the appropriate input field editor and set the field to a value that is a CRM 2011 Phone Call activity.

    Note:
    If you select the CRM 2011 Entity editor, you can directly select the CRM 2011 entity that you want to assign. In this case Phone Call.
    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.


  13. Click the Attribute Mapping tab. The corresponding screen is displayed.

  14. In the Attribute field, click the CRM 2011 Attribute editor and select the relevant attribute. The corresponding data type is displayed in the Type field.

  15. In the Value field, select the appropriate input field editor and set the field to a value that is to be mapped to the selected attribute.

  16. Click OK. You configured the activity to assign a CRM 2011 phone call activity to a user.
Related Topics
Assignment Profiles
System Resources
Choose the Task Name, Importance, and Weight

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 2011 Activities > Assign CRM 2011 Activity
Last modified at 7/31/2020 11:08 AM