Change the status of an Entity in Dynamics CRM

To change the status of a record in Dynamics CRM, do the procedure in this topic.

Set Status 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 Set Status Set Status icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Set Status Set Status icon.

Procedure

  1. On the Set Status 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.

    Status

    Function:
    Specifies the status of your record.
    Accepted Values:
    A valid status from the list.
    Default Value:
    None.

    When you select the entity name, the status of the record shows in the Status field.

    Accepts Process Data Variables:
    No

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