BPM5 Documentation - Start a Process Following a CRM Event

To start a process following a CRM event, complete the following steps:

Check out and open the process you want to edit.
In the Toolbox pane, click Process Initiation. A list of initiators is displayed.
Double-click or drag the Receive CRM Event activity into the process.
Right-click the Receive CRM Event. A shortcut menu is displayed.
Select View Properties. The Receive CRM Event window is displayed.
Click the CRM Initiator tab. The corresponding screen is displayed.
In the right pane, click the Add button. The Create CRM Initiator window is displayed.
In the Select a CRM Resource field, click the drop-down arrow. A drop-down list is displayed.
Select the CRM system resource that points to the site containing the entity you want to monitor.
In the Select a CRM Entity field, select the Microsoft Dynamics 4.0 entity you want to monitor.
Click Next. The Entity Events tab is displayed.
Select the entities you want to monitor for the selected CRM.
Click Next. The Map Data Items tab is displayed.
In the Data Item field, click the Data Item editor icon and select the appropriate data item name.

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.
In the Attribute field, click the drop-down arrow and select the appropriate attribute.
Click OK. You configured the CRM Initiator.
Click OK. You configured the activity to start a process following a CRM event.

Related Topics
Remove a Microsoft Dynamics CRM 4.0 Entity

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Process Initiation Activities > Receive CRM Event

Last modified at 7/31/2020 12:01 PM

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