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Save the CRM Record IDs to a Data Item

You can store the unique IDs of the CRM items that you create in the data items in your solution or process using the Create CRM Records activity.

To save the CRM record IDs in a data item, complete the following steps: 
  1. Check out and open the process you want to edit.

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

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

  4. Select the Store CRM Record IDs check box.

  5. In the Data Item to Store newly created record IDs field, click the Data Item editor icon.

  6. Select the solution or process data item in which you want to store the newly created IDs.

  7. Click OK. You configured the activity to save the CRM record IDs to a data item.
Related Topics
Add a CRM Entity
Create Multiple CRM Entities
Automatically Determine which Attributes to Populate with Data Item Values
Manually Determine which Attributes to Populate with Data Item Values, Expression Results, or Literal Values

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 4 Activities > Create CRM Records
Last modified at 7/31/2020 11:56 AM