CRM 4.0
Context
Use the Execute a CRM Request Activity to ask Dynamics CRM to execute a request in a dynamic workflow.
Use Cases
- Request that Dynamics CRM assign an entity a new owner.
- Request that Dynamics CRM win an opportunity.
Wizard Tips
- In the left pane of the Request section, click Request.
- In the right pane of the Request section, from the Type drop-down menu, select the request type you want to execute. You can manually select a data source or value for the request, or base the value on a workflow expression. Select IsNull to create a request with null values.
- Expand the Request node.
- Select request parameters, such as Status, and define their value. You can manually define the values, by selecting a workflow field, or basing the value on a workflow expression.
CRM 2011/2013
Context
Use the Execute a CRM Request Activity to ask Dynamics CRM to execute a request in a dynamic workflow.
Note: You can only execute built-in CRM requests. does not support custom requests added to Dynamics CRM.
There are two general options for executing a request:
| 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
- Request that Dynamics CRM assign an entity a new owner.
- Request that Dynamics CRM win an opportunity.
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 it from a workflow field, or base the value on a workflow expression.
If you use the Typed option, you cannot create relationships (as properties). To work with relationships, for example, 1:N, N:1, N:N, you must use the Untyped option, or a dedicated activity.
