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Create Multiple CRM 2011 Entities

To add multiple CRM 2011 entities, 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 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 the Attribute Mapping tab. The corresponding screen is displayed.

  11. Select the Select Collection Data Item check box. The corresponding field is enabled.

  12. In the Collection Data Item field, click the Data Item editor and select the appropriate collection data item.

  13. Click OK. You configured the activity to add multiple CRM entities. 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
Add a CRM 2011 Entity
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 11:21 AM