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Automatically Determine which Data Items to Populate with CRM 2011 Attribute Values

To allow BPM 5 to automatically determine which data items to populate with CRM 2011 attribute values, complete the following steps:
  1. Check out and open the process you want to edit.

  2. Open the Retrieve CRM 2011 Records activity that you previously configured and now want to edit.

  3. Click the Data Mapping tab. The corresponding screen is displayed.

  4. Select the Store Results in Data Items check box.

    Note:
    If you expect to receive multiple records, based on your filter criteria, select the Collection Data Item check box and then select the corresponding collection data item.


  5. Select the Automatically Map Data Items to Attributes check box.

  6. Click OK. You configured the activity to allow the Process Engine to automatically determine which data items to populate with CRM attribute values.
Related Topics
Manually Determine which Data Items to Populate with CRM 2011 Attribute Values
Retrieve All CRM 2011 Records for a Specific Entity Type
Retrieve Specific CRM 2011 Records for a Specific Entity Type
Writing the CRM 2011 Records to an XML File

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 2011 Activities > Retrieve CRM Records
Last modified at 7/31/2020 11:09 AM