CRM 4.0
Context
Use the Create CRM Entity Activity to create an entity in Dynamics CRM and populate it with workflow data.
Use Cases
- With a listener activity, identifies new leads generated from a website, and they are created as leads in CRM. performs additional manipulation (text extraction).
Wizard Tips
- In the left pane of the Request section, click BusinessEntity, then from the Type drop-down menu, select the entity type you want to create.
- Expand the BusinessEntity tree, then select and define values for the selected entity fields. You can manually define the values, select them from a workflow field, or basing the value on a workflow expression.
CRM 2011/2013
Context
Use the Create CRM Entity Activity to create an entity in Dynamics CRM and populate it with workflow data.
There are two general options for creating an entity:
| Entity Option | Description |
|---|---|
| Typed | You select the entity type from the Type drop-down menu, for example, Contact. The CRM object displays with the entity-relevant attributes. For list attributes, creates an Enumerable of the attributes in the right-panel tree. |
| Untyped | Use the default entity Type , which is Entity. Create the entity attributes and set their types yourself; refer to CRM. This option takes significantly longer than the Typed option, and is only appropriate for exceptional circumstances. |
Use Cases
- With a listener activity, identifies new leads generated from a website, and they are created as leads in CRM. performs additional manipulation (text extraction).
Wizard Tips
- In the left pane of the Request section, click Entity, then from the Type drop-down menu, select the entity type you want to create.
- Expand the Entity node, then select and define values for the selected entity fields. You can manually set the values, select them from a workflow field, or base the value on a workflow expression.
