Genpact Cora Knowledge Center

Support

Dynamics CRM Activities

Articles

Dynamics CRM Activities Overview
Sequence includes several out-of-the-box activities that integrate with Microsoft Dynamics CRM. These activities enable you to create, retrieve, edit CRM entities, and execute CRM actions.
Define the Connection to a Dynamics CRM Environment
Before you can use Dynamics CRM Activities in a workflow, you must first define the connection to you Dynamics CRM environment.
Create a CRM Entity Acvitity
Use the Create a CRM Entity Activity to create an entity in Dynamics CRM and populate it with workflow data.
Delete a CRM Entity Activity
Use the Delete a CRM Entity Activity to delete a Dynamics CRM entity in a dynamic workflow.
Execute a CRM Request Activity
Use the Execute a CRM Request Activity to ask Dynamics CRM to execute a request in a dynamic workflow, such as assign an entity a new owner, win an opportunity, and so on.
Fetch a CRM Entity Activity
Use the Fetch a CRM Entity Activity to fetch multiple Dynamics CRM entities in XML format in a workflow. For system performance considerations, use this activity to fetch a large number of entities.
Retrieve a CRM Entity Activity
Use the Retrieve a CRM Entity Activity to retrieve a CRM entity as an object that you can use in a dynamic workflow.
Retrieve Multiple CRM Entities Activity
Use the Retrieve a CRM Entity Activity to retrieve a CRM entity as an object that you can use in a dynamic workflow.
Update a CRM Entity Activity
Use the Update a CRM Entity Activity to update a Dynamics CRM entity with workflow data.