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Start a Process Following a CRM 2011 Event

To start a process following a CRM 2011 event, complete the following steps:
  1. Check out and open the process you want to edit.

  2. In the Toolbox pane, click Process Initiation. A list of initiators is displayed.

  3. Double-click or drag the Receive CRM 2011 Event activity into the process.

  4. Right-click the Receive CRM 2011 Event. A shortcut menu is displayed.

  5. Select View Properties. The Receive CRM 2011 Event window is displayed.

  6. Click the CRM 2011 Initiator tab. The corresponding screen is displayed.

  7. In the right pane, click the Add button. The Create CRM 2011 Initiator Event window is displayed.

  8. In the Select a CRM System Resource field, click the drop-down arrow. A drop-down list is displayed.

  9. Select the CRM 2011 system resource which points to the CRM 2011 organization containing the entity you want to monitor.

  10. In the Select a CRM Entity field, select the Microsoft Dynamics CRM 2011 entity you want to monitor.

  11. Click Next. The Entity Events tab is displayed.

  12. Select the Events you want to monitor for the selected CRM 2011 entity.

  13. Click Next. The Map Data Items tab is displayed.

  14. In the Data Item field, click the Data Item editor icon and select the name of the data item you will populate with values from the monitored CRM 2011 entity

    Note:
    Calculation data items are read-only. You cannot edit this type of data item.


    Note:
    You can add a mapping by clicking the plus sign (+). Use the minus sign (-) to remove a mapping.


  15. In the Attribute field, click the drop-down arrow and select the CRM 2011 attribute whose value will populate to the data item.

  16. Click OK. You configured the CRM 2011 Initiator.

  17. Click OK. You configured the activity to start a process following a CRM 2011 event.

Related Topics
Stop Monitoring a Microsoft Dynamics CRM 2011 Entity


Source
BPM Designer Topics > Overview of Activities and Activity Topics > Process Initiation Activities > Receive CRM 2011 Event
Last modified at 7/31/2020 12:00 PM