Change Ownership (MS Dynamics 365) activity

An activity that changes the owner of an entity to a different user or group.


Change Ownership activity

Configure the Change Ownership activity

To configure the Change Ownership 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 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 Change Ownership activity onto your process.

    Drag Change Ownership activity

General Configuration

Specifies the basic settings for the Change Ownership activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field NameDefinition

Display Name

Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts 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

Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Connection Timeout (Seconds)

Description:
Specifies the number of seconds permitted to complete an action before the connection stops.
Allowed Values:
An integer.

Represents

  • A number of seconds
Default Value:
600
Accepts Variables:
No

Change Ownership Configuration

Configures an owner change for an entity to another user or group.

Figure: Change Ownership Configuration screen

Change Ownership Configuration screen

Fields

Field NameDefinition

MS Dynamics 365

Description:
Specifies the access token that connects to your Microsoft Dynamics 365 application.
Allowed 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:

Entity Name

Description:
Specifies the name for your entity.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None

When you select the Microsoft Dynamics 365 access token, the name of the entity shows in the Entity Name field.

Accepts Variables:
No

Record ID

Description:
Specifies the Microsoft Dynamics 365 entity ID.
Allowed Values:
A valid Microsoft Dynamics 365 entity ID.
Default Value:
None
Accepts 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?

Owner Type

Description:
Specifies the type of ownership for the entity. The type of ownership specifies some of the operations that you can do on a record.
Allowed Values:
  • Team
  • User
Default Value:
None.

When Microsoft Dynamics 365 is selected, the field shows the list of Dynamics 365 user names.

Accepts Variables:
No

Owner Names

Description:
Specifies the name of the owner of the entity.
Allowed Values:
A valid owner name.
Default Value:
None.

When Microsoft Dynamics 365 is selected, the field shows the list of Dynamics 365 user names.

Accepts Variables:
No

Owner ID

Description:
Specifies an ID of the owner supplied by Microsoft Dynamics 365.
Allowed Values:
A valid owner ID.
Default Value:
None

Once you select the owner name, the correct ID is populated in the field.

Accepts 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 Record ID in This Variable

Description:
Specifies the process data variable that contains the entity ID.
Allowed Values:
A process data variable.
Default Value:
None
Accepts 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?