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Write the CRM Records to an XML File

To write the fetched CRM records to an XML file, complete the following steps:
  1. Check out and open the process you want to edit.

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

  3. Click the Output as XML tab. The corresponding screen is displayed.

  4. Select the Save Entire Results Set as XML check box.

  5. In the Output Location field, select an appropriate input field editor and set the field to a value that is a file location to store the XML file.

    Note:
    Include the name of the file with a .xml file extension.


  6. From the Authentication section, select Run as BPM Server or Specify Credentials.

    Note:
    If you select Run as BPM Server, access will be granted or rejected based on the BPM Server credentials.
    If you select Specify credentials, complete the Username, Password, and Include domain fields using the appropriate input field editors. The Include domain check box is optional.


  7. Click OK. You configured the activity to write the fetched CRM records to an XML file.
Related Topics
Use FetchXML to Retrieve CRM Records
Automatically Determine which Data Items to Populate with a CRM Attribute Value
Manually Determine which Data Items to Populate with a CRM Attribute Value

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 4 Activities > Fetch CRM Records
Last modified at 7/31/2020 12:09 PM