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Assign a CRM Task Activity to a User

A CRM Task activity is a generic type of activity you can assign a user. The user will need to mark the task as complete before the process will continue.

To assign a CRM Task 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 Internet. A list of activities is displayed.

  3. Double-click or drag the Assign CRM Activity into the process.

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

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

  6. Select View Properties. The Assign CRM 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 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 Task activity.

    Note:
    If you select the CRM Entity editor, you can directly select the CRM entity that you want to assign. In this case Task.
    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 Data Mapping tab. The corresponding screen is displayed.
      
  14. In the Attribute field, click the CRM 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 task activity to a user.
Related Topics
Assignment Profiles
System Resources
Choose the Task Name, Importance, and Weight
Delete a CRM Activity when its Process Instance is Cancelled

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 4 Activities > Assign CRM Activity
Last modified at 7/31/2020 11:08 AM