Create a CRM Entity Acvitity

CRM 4.0

Context

Use the Create CRM Entity Activity to create an entity in Dynamics CRM and populate it with workflow data.

Use Cases

  • With a listener activity, Sequence identifies new leads generated from a website, and they are created as leads in CRM. Sequence performs additional manipulation (text extraction).

Wizard Tips

  1. In the left pane of the Request section, click BusinessEntity, then from the Type drop-down menu, select the entity type you want to create. 
  2. Expand the BusinessEntity tree, then select and define values for the selected entity fields. You can manually define the values, select them from a  workflow field, or basing the value on a workflow expression.


CRM 2011/2013

Context

Use the Create CRM Entity Activity to create an entity in Dynamics CRM and populate it with workflow data.

There are two general options for creating an entity:

Entity Option
Description
Typed
You select the entity type from the Type drop-down menu, for example, Contact. The CRM object displays with the entity-relevant attributes. For list attributes, Sequence creates an Enumerable of the attributes in the right-panel tree.
Untyped
Use the default entity Type , which is Entity. Create the entity attributes and set their types yourself; refer to CRM. This option takes significantly longer than the Typed option, and is only appropriate for exceptional circumstances.

Use Cases

  • With a listener activity, Sequence identifies new leads generated from a website, and they are created as leads in CRM. Sequence performs additional manipulation (text extraction).

Wizard Tips

  1. In the left pane of the Request section, click Entity, then from the Type drop-down menu, select the entity type you want to create. 
  2. Expand the Entity node, then select and define values for the selected entity fields. You can manually set the values, select them from a  workflow field, or base the value on a workflow expression.
If you use the Typed option, you cannot create relationships (as properties). To work with relationships, for example, 1:N, N:1, N:N, you must use the Untyped option, or a dedicated activity.