BPM5 Documentation - Retrieve Specific CRM Records for a Specific Entity Type

To retrieve all CRM records for a specific entity type, complete the following steps:

Check out and open the process you want to edit.
In the Toolbox pane, click Microsoft CRM 4. A drop-down list is displayed.
Double-click or drag the Retrieve CRM Records into the process.
Link the activity appropriately with other activities in the process.
Right-click the Retrieve CRM Records activity. A shortcut menu is displayed.
Click View Properties. The Retrieve 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 activity.

Note:

If you select the CRM Entity editor, you can directly select the CRM entity that you want to retrieve.
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 Retrieval Criteria tab. The corresponding screen is displayed.
Select the Retrieve Records That Meet the Following Criteria option.
Select the criteria you want to use to retrieve CRM records from the following options:

    Retrieve records that meet all of the following criteria
   Retrieve records that meet one or more of the following criteria
   Retrieve records that do not meet all of the following criteria
    Retrieve records that do not meet one or more of the following criteria
In the Attribute field, click the CRM Attribute editor icon. A drop-down list of attributes is displayed.
Select the appropriate attribute. The selected attribute’s name and the corresponding data type are displayed in the respective fields.
In the Operator field, select the relevant operator for the criteria you want to apply.
In the Value field, select the appropriate input field editor and set the field to a value that you want to map to the attribute.
Click OK. You configured the activity to retrieve all CRM records for a specific entity type. You are now ready to map
attributes to data items as documented in the corresponding topics in this section.

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

Last modified at 7/31/2020 11:56 AM

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Retrieve Specific CRM Records for a Specific Entity Type