Configure TotalAgility actions resulting from Microsoft Dynamics CRM events

Configure and execute TotalAgility actions for events in Microsoft Dynamics CRM. For example, create an Update event, so that whenever CRM updates an instance, TotalAgilitystarts a job to process the instance.

Important When you log on to TotalAgility on Integration Server, you can configure the events in the same way as you would do in TotalAgility on-premise.

When the event is raised on the integration server, the action is executed on Azure.

The following TotalAgility actions are available for Microsoft Dynamics CRM:

  • Create New Job

  • Create New Case

  • Create Job in Case

  • Raise Event

  • Change State

The following table describes the events in Microsoft Dynamics CRM System for which you can configure TotalAgility actions:

CRM Event Purpose

Create

A new instance of an entity is created in the Microsoft Dynamics CRM System.

Update

An entity instance is updated in the Microsoft Dynamics CRM system.

Delete

An entity instance is deleted in the Microsoft Dynamics CRM System.