Use the Dynamics CRM activity to create a new entity instance, retrieve the required information from an entity instance and update and delete an entity instance for a CRM business unit directly from TotalAgility.

You can assign valid GUID values for CRM lookup and numeric values for picklist fields in the Dynamics CRM activity.

You can assign a Dynamic Complex variable to support retrieval/assignment of values for Party list fields in the Dynamics CRM activity.

For example, an entity instance called Person consists of Name as a string field and Nationality as a picklist field with the following values.

Click the following links for more information:

• Create a new entity instance in the Microsoft Dynamics CRM

• Update an Entity Instance in Dynamics CRM

• Retrieve the required information from an entity instance

• Delete an entity instance