Create Connection (Dynamics CRM) activity

An activity that creates a connection between two records.

Configure the Create Connection activity

To configure the Create Connection activity, do the procedure in this topic.

Examples

(Example) How to Get the Access Token Credentials from Microsoft Dynamics CRM

Good to Know

To send an e-mail notification, click Advanced > E-mail Notifications .
For more information, refer to Configure E-mail Notifications for Any Activity.
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

On the Application Explorer screen, do one of these:
- Open a Process.
- Create a Process.
Do one of these:
- Add an activity:
  1. In the Process Builder, in the Activity Library, open the Dynamics CRM tab.
  2. On the Dynamics CRM tab, drag the Create Connection activity onto your process.
- Change an activity:
  1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Create Connection activity.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No
Connection Timeout (Seconds)	Function: Specifies the number of seconds permitted to complete an action before the connection stops. Accepted Values: An integer, representing a number of seconds. Default Value: 600 Accepts Process Data Variables: No

Create Connection Configuration

Configures a connection between two entities.

Fields

Field Name	Definition
Dynamics CRM	Function: Specifies the access token that connects to your Dynamics CRM application. Accepted Values: A list of access tokens configured for your environment. Default Value: None Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Dynamics CRM
Add Token	Opens this Screen: Access Token for Microsoft Dynamics CRM Function of this Screen: Configure an access token to connect to Dynamics CRM. Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Dynamics CRM
Connect From - Entity Name	Function: Specifies the entity from which you to create a connection. Accepted Values: One line of text that can have spaces. Default Value: None When you select the Dynamics CRM access token Accepts Process Data Variables: No
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: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
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
Connect From - Connection from Role ID	Function: Specifies a 32-character role ID supplied by Dynamics CRM for the set connection role. Accepted Values: Read only. Default Value: None When you select the Connection Role, the role ID shows in the Connection from Role ID field. Accepts Process Data Variables: No Example: 1eb54ab1-58b7-4d15-bf39-4f3e402616e8
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
Connect To - Connection to Role ID	Function: Specifies a 32-character role ID supplied by Dynamics CRM for the set connection role. Accepted Values: Read only. Default Value: None Specifies a 32-character role ID supplied by Dynamics CRM for the set connection role, the role ID shows in the Connection to Role ID field. Accepts Process Data Variables: No Example: 1eb54ab1-58b7-4d15-bf39-4f3e402616e8
Connect To - Entity	Function: Specifies the entity to which you connect. Accepted Values: One line of text that can have spaces. Default Value: None. When you select the connection role, a list of entities is shown in the Entity field. Accepts Process Data Variables: No
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: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
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 Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?