Dynamics CRM Activities

Sequence includes several out-of-the-box activities that integrate with Microsoft Dynamics CRM. These activities enable you to create, retrieve, edit CRM entities, and execute CRM actions.

Before you can use Dynamics CRM Activities in a workflow, you must first define the connection to you Dynamics CRM environment.

Use the Create a CRM Entity Activity to create an entity in Dynamics CRM and populate it with workflow data.

Use the Delete a CRM Entity Activity to delete a Dynamics CRM entity in a dynamic workflow.

Use the Execute a CRM Request Activity to ask Dynamics CRM to execute a request in a dynamic workflow, such as assign an entity a new owner, win an opportunity, and so on.

Use the Fetch a CRM Entity Activity to fetch multiple Dynamics CRM entities in XML format in a workflow. For system performance considerations, use this activity to fetch a large number of entities.

Use the Retrieve a CRM Entity Activity to retrieve a CRM entity as an object that you can use in a dynamic workflow.

Use the Retrieve a CRM Entity Activity to retrieve a CRM entity as an object that you can use in a dynamic workflow.

Use the Update a CRM Entity Activity to update a Dynamics CRM entity with workflow data.