Change the Status of More than One Entity in Dynamics CRM

To change the status of more than one record in Dynamics CRM, do the procedure in this topic.

Set Multiple Status Configuration



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

Procedure

  1. On the Set Multiple 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

    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

    Entity IDs

    Function:
    Specifies your list of Dynamics CRM entity IDs.
    Accepted Values:
    A valid list of IDs, separated by semicolons.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

Related Topics