Create Connection (MS Dynamics 365) activity

An activity that creates a connection between two records.


Create Connection activity

Configure the Create Connection activity

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

Examples

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the MS Dynamics 365 tab.

    Open MS Dynamics 365 tab
  3. On the MS Dynamics 365 tab, drag the Create Connection activity onto your process.

    Drag Create Connection activity

General Configuration

Specifies the basic settings for the Create Connection activity.

Figure: General Configuration screen

General Configuration screen

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.

Figure: Create Connection Configuration screen

Create Connection Configuration screen

Fields

Field Name Definition

MS Dynamics 365

Function:
Specifies the access token that connects to your Microsoft Dynamics 365 application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Create Add Token icon

Opens this Screen:
Access Token for Microsoft Dynamics 365
Function of this Screen:
Configure an access token to connect to Microsoft Dynamics 365.
Example:
Refer to:

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 Microsoft Dynamics 365 access token

Accepts Process Data Variables:
No

Connect From - Record ID

Function:
Specifies the Microsoft Dynamics 365 entity ID.
Accepted Values:
A valid Microsoft Dynamics 365 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. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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 Microsoft Dynamics 365 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 Microsoft Dynamics 365 for the set connection role.
Accepted Values:
Read only.
Default Value:
None

Specifies a 32-character role ID supplied by Microsoft Dynamics 365 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 - Record ID

Function:
Specifies the Microsoft Dynamics 365 entity ID.
Accepted Values:
A valid Microsoft Dynamics 365 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. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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 This Variable

Function:
Specifies the process data variable that contains the connection ID from Microsoft Dynamics 365.
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. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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?