Create Connection (MS Dynamics 365) 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 365

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
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?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the MS Dynamics 365 tab.
On the MS Dynamics 365 tab, drag the Create Connection activity onto your process.

General Configuration

Specifies the basic settings for the Create Connection activity.

Fields

Field Name	Definition
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

Create Connection Configuration

Configures a connection between two entities.

Fields

Field Name	Definition
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: (Example) How to Get the Access Token Credentials from Microsoft Dynamics 365
Create	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: (Example) How to Get the Access Token Credentials from Microsoft Dynamics 365
Connect From - Entity Name	Description: Specifies the entity from which you to create a connection. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None When you select the Microsoft Dynamics 365 access token Accepts Variables: No
Connect From - 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?
Connect From - Connection Role	Description: Specifies the connection role from the list to describe the relationship between the participants in the connection. Allowed Values: A valid connection role. Default Value: None. When you select the Entity name, the connection role shows in the Connection Role field. Accepts Variables: No
Connect From - Connection from Role ID	Description: Specifies a 32-character role ID supplied by Microsoft Dynamics 365 for the set connection role. Allowed Values: Read only. Default Value: None When you select the Connection Role, the role ID shows in the Connection from Role ID field. Accepts Variables: No Example: 1eb54ab1-58b7-4d15-bf39-4f3e402616e8
Connect To - Connection Role	Description: Specifies the connection role from the list to describe the relationship between the participants in the connection. Allowed Values: A valid connection role. Default Value: None. When you select the Entity name, the connection role shows in the Connection Role field. Accepts Variables: No
Connect To - Connection to Role ID	Description: Specifies a 32-character role ID supplied by Microsoft Dynamics 365 for the set connection role. Allowed 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 Variables: No Example: 1eb54ab1-58b7-4d15-bf39-4f3e402616e8
Connect To - Entity	Description: Specifies the entity to which you connect. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None. When you select the connection role, a list of entities is shown in the Entity field. Accepts Variables: No
Connect To - 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?
Store New Connection ID in This Variable	Description: Specifies the process data variable that contains the connection ID from Microsoft Dynamics 365. Allowed Values: A process data variable that accepts an alphanumeric string with no spaces. 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?