BPM5 Documentation - Create Multiple CRM Entities

To add multiple CRM entities, complete the following steps:

Check out and open the process you want to edit.
In the Toolbox pane, click Microsoft CRM 4. A list of activities is displayed.
Double-click or drag the Create CRM Records into the process.
Link the activity appropriately with other activities in the process.
Right-click the Create CRM Records activity. A shortcut menu is displayed.
Click View Properties. The Create CRM Records window is displayed.
Click the Resource and Entity tab. The corresponding screen is displayed.
In the CRM System Resource field, click the System Resource editor icon and select the appropriate CRM system resource.

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.

Click the Attribute Mapping tab. The corresponding screen is displayed.
Select the Select Collection Data Item for Mapping check box. The corresponding field is enabled.
In the Collection Data Item field, click the Data Item editor and select the appropriate collection data item.
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.

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 4 Activities > Create CRM Records

Last modified at 7/31/2020 11:21 AM

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Create Multiple CRM Entities