Change the Owner of a Dynamics CRM Entity

To change the owner of an entity, do the procedure in this topic.

Change Ownership Configuration Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Dynamics CRM Dynamics CRM icon tab.
      2. On the Dynamics CRM Dynamics CRM icon tab, drag the Change Ownership (Dynamics CRM) Change Ownership icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Change Ownership Configuration screen, click Change Ownership Change Ownership icon.

Procedure

  1. On the Change Ownership Configuration screen, in the Dynamics CRM field, select your Dynamics CRM access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for Microsoft Dynamics CRM.

  2. In the Entity Name list, select your entity.
  3. Complete these fields as necessary:
    Field Name Definition

    Entity ID

    Function:
    Specifies the Dynamics CRM entity ID.
    Accepted Values:
    A valid Dynamics CRM entity ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Limitations:

    The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

  4. In the Owner Type field, select the type of ownership necessary for your entity.
  5. In the Owner Names field, select the name of owner for your entity.
  6. Complete this field as necessary:
    Field Name Definition

    Owner ID

    Function:
    Specifies an ID of the owner supplied by Dynamics CRM.
    Accepted Values:
    A valid owner ID.
    Default Value:
    None

    Once you select the owner name, the correct ID is populated in the field.

    Accepts Process Data Variables:
    Yes
    Limitations:

    The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

  7. (Optional) To store the entity ID as a process data variable, add the variable from the Process Variables screen to the field Store Entity ID in Custom Attribute or Schema.
    Field Name Definition

    Store Entity ID in Custom Attribute or Schema

    Function:
    Specifies the process data variable that contains the entity ID.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Limitations:

    The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

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