Welcome > Process Designer module > Activity types > Microsoft activities > Dynamics CRM activity > Retrieve an entity instance details from Dynamics CRM

Retrieve an entity instance details from Dynamics CRM

Retrieve and reuse information from an entity instance to process any TotalAgility actions related to the entity instance.

  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 Retrieve.
  5. On the Entities list, select an entity, such as Account.

    All the attributes of the selected entity appear.

  6. To retrieve the entity instance, specify the unique CRM ID of the instance using either of the following methods:

    • Next to the Instance ID box, click Static Static, and enter the unique CRM ID of the entity instance in the Instance ID box.

      Note To retrieve the unique CRM instance ID, open the business unit entity in the CRM website and press Ctrl+n on your keyboard. A new window opens and the ID appears in the address bar.

    • To provide a dynamic value, consume the variable that contains the entity instance CRM ID in the Instance ID box.

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

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

    Once the activity is completed, the attribute values are retrieved from the Dynamics CRM and updated to the mapped variables.