Retrieve an entity instance details from Dynamics CRM
Retrieve and reuse information from an entity instance to process any TotalAgility actions related to the entity instance.
-
Add
an activity to the map.
By default, the Configuration tab is open in the properties panel of the activity.
- Change the default Name of the activity to something meaningful.
- On the Type list, select .
-
On the
Dynamics CRM list, select
the CRM system.
All the associated entities of the selected CRM system appear on the Entity list.
- On the Action list, select Retrieve (Default: Create)
-
On the
Entity list, select an
entity, such as Account.
All the attributes of the selected entity become available.
-
To retrieve the entity instance, specify the unique CRM ID of the
instance using either of the following methods:
-
Click and enter the unique CRM ID of the entity instance in the Instance ID field.
Ctrl+N on your keyboard. A new window opens and the ID appears in the address bar.To retrieve the unique CRM instance ID, open the business unit entity in the CRM website and press -
To provide a dynamic value, on the Instance ID list, select a process or server variable that contains the entity instance CRM ID.
Once the activity is completed, the mapped variable value is updated with the new CRM ID.
-
- To specify new instance details, click and enter static value or map process or server variable to the related attribute.
-
Click
Save
.
Once the activity is completed, the attribute values are retrieved from the Dynamics CRM and updated to the mapped variables.