Create a Connection Between Two Entities in Dynamics CRM

To create a connection between two entities, do the procedure in this topic.

Create Connection 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 Create Connection Create Connection icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Create Connection Configuration screen, click Create Connection Create Connection icon.

Procedure

  1. On the Create Connection 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 Connect From - Entity Name list, select your entity.
  3. Complete this field as necessary.
    Field Name Definition

    Connect From - 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 Connect From - Connection Role list, select your connection role to connect from.

    When you select the connection role, the role ID is completed in the Connect From - Connection from Role ID field.

    Field Name Definition

    Connect From - Connection Role

    Function:
    Specifies the connection role from the list to describe the relationship between the participants in the connection.
    Accepted Values:
    A valid connection role.
    Default Value:
    None.

    When you select the Entity name, the connection role shows in the Connection Role field.

    Accepts Process Data Variables:
    No
  5. In the Connect to - Connection Role list, select your connection role to connect.

    When you select the connection role, the role ID is completed in the Connect From - Connection from Role ID field.

    Field Name Definition

    Connect To - Connection Role

    Function:
    Specifies the connection role from the list to describe the relationship between the participants in the connection.
    Accepted Values:
    A valid connection role.
    Default Value:
    None.

    When you select the Entity name, the connection role shows in the Connection Role field.

    Accepts Process Data Variables:
    No
  6. In the Connect To - Entity list, select your entity.
  7. Complete this field as necessary.
    Field Name Definition

    Connect To - 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.

  8. (Optional) To store the new connection ID in a process data variable, add the variable from the Process Data screen to the field Store New Connection ID in Custom Attribute or Schema.
    Field Name Definition

    Store New Connection ID in Custom Attribute or Schema

    Function:
    Specifies the process data variable that contains the connection ID from Dynamics CRM.
    Accepted Values:
    A process data variable that accepts an alphanumeric string with no spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

Related Topics