Welcome > Process Designer module > Activity types > Microsoft activities > Dynamics CRM activity > Create an Entity Instance in Dynamics CRM

Create an Entity Instance in Dynamics CRM

You can create a new entity instance in the Microsoft Dynamics CRM. For example, a Finance department might need a new CRM entity instance called Accounts.

  1. Add a Dynamics CRM activity to the map. See Add an activity.
  2. On the Extended Properties page of the Dynamics CRM activity, click the Configuration tab.
  3. Consume the CRM system in the Dynamics CRM box.
  4. On the Action list, select Create.
  5. On the Entities list, select an entity, such as Account.

    All the attributes of the selected entity appear.

  6. To get the unique CRM ID, which is automatically created for the new entity instance in the Dynamics CRM, consume the variable in the Instance ID box.

    Once the activity is completed, the mapped variable value is updated with the new entity CRM ID.

  7. To specify new instance details, enter static values or map variables to the related attribute.
  8. Click Save.

    Once the activity is completed, a new entity instance is created with the details specified in the Dynamics CRM.