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

Configure a Create New Job action

Configure Create New Job actions for events in the Microsoft Dynamics CRM System. For example, set up a Create New Job action for the Create event in the CRM System. Similarly, you can set up a Create New Job TotalAgility action for the other Dynamics CRM events like Update 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.

    The attributes for the selected entity appear.

  5. Select the Event for which to configure the action, for example, Create.
  6. On the Action list, select Create New Job.
  7. In the Process box, consume the process map on which to create a new job.
    Note If the map used to create a new job has any initialization parameters, the parameters appear under Initialization Variables.
  8. To specify the attributes that when created, trigger a TotalAgility action, consume the attributes to the Mapping box of the initialization variables.
  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 job on the selected process map at runtime and displays the correctly populated variables.