Welcome > Integration module > Microsoft Dynamics CRM > Configure TotalAgility actions resulting from Microsoft Dynamics CRM events > Configure a Create New Case action

Configure a Create New Case action

Configure a Create New Case action for an event against an entity instance in the Dynamics CRM System. For example, set up the Create New Case TotalAgility action for the Update event in the Dynamics CRM System. Similarly, you can set up a Create New Case TotalAgility action for the other CRM events like Create and Delete.

  1. On the Dynamic CRM System Configuration page, select the CRM System for which you want to configure events.

    The CRM System Configuration page appears.

  2. Click Add Add for CRM Systems.

    The Dynamics CRM Event Configuration page appears.

  3. Select the Business Units.
  4. Select the Entities.

    All the attributes for the selected entity appears.

  5. On the Event list, select the event for which you want to configure the TotalAgility action, for example, Update.
  6. On the Action list, select Create New Case.
  7. In the Case box, consume the case map on which to create a new case.
    Note If the map that is used to create a new case has any initialization parameters, the parameters appear under Initialization Variables.
  8. Enter a dynamic or static Case Reference value.
  9. Map the metadata to initialization variables by consuming the metadata in the Mapping box.
  10. Click OK.
    When the entity instance is updated in the Dynamics CRM, TotalAgility creates a case on the selected process map at runtime and displays the correctly populated variables.