Dynamics CRM

Activities in Process Builder

You can use out-of-the-box activities for Dynamics CRM to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

The following activities are available for Dynamics CRM:

• Add Attachment
• Add Note
• Change Ownership
• Convert Lead
• Converter
• Create Association
• Create Connection
• Create Entity
• Create Multiple Entities
• Delete Attachment
• Delete Entity
• Delete Multiple Entities
• Query Entity
• Send E-mail
• Set Status
• Set Status Multiple Entities
• Update Entity
• Update Multiple Entities
• Upsert Entity

For more information, refer to the process activities for Dynamics CRM in Process Builder.

Lookups in eForm Builder

You can create lookups for Dynamics CRM in eForm Builder and form-based apps.

A lookup is an automated procedure that retrieves data from an external data source, such as a database or third-party service, to display runtime. For example, you can use a lookup to populate the options in a list on an eForm.

For more information, refer to Dynamics CRM lookup configuration screens.

This image is only one example configuration screen from the Auto-Lookup form control. It does not show all the configuration options, and lookups can be configured and executed in multiple ways. The Auto-Lookup control can perform a lookup for eForms or other controls. However, many other form controls have built-in lookup capabilities — for example, the Drop-Down List form control. For information about how to configure lookups, refer to eForm Controls.

Access Tokens

You can create access tokens for Dynamics CRM.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, application designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access Token for Microsoft Dynamics CRM.

AgileConnectors

AgileConnector are available for this integration.

For more information, refer to Administration for Out-of-the-Box AgileConnectors.

• Dynamics CRM tab - Process activities
• Dynamics CRM - Process Builder procedures
• Dynamics CRM lookup configuration screens
• Access Token for Microsoft Dynamics CRM

Examples

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

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?

Dynamics CRM Documentation

Use these links to find third-party vendor documentation for Dynamics CRM:

• https://docs.microsoft.com/en-in/dynamics365/

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Keywords

Dynamics CRM, DynamicsCRM, microsoft, CRM, customer relationship management