Execute a CRM Request Activity

CRM 4.0

Context

Use the Execute a CRM Request Activity to ask Dynamics CRM to execute a request in a dynamic workflow.

Use Cases

  • Request that Dynamics CRM assign an entity a new owner.
  • Request that Dynamics CRM win an opportunity.

Wizard Tips

  1. In the left pane of the Request section, click Request.
  2. In the right pane of the Request section, from the Type drop-down menu, select the request type you want to execute. You can manually select a data source or value for the request, or base the value on a workflow expression. Select IsNull to create a request with null values.
  3. Expand the Request node.
  4. Select request parameters, such as Status, and define their value. You can manually define the values, by selecting a workflow field, or basing the value on a workflow expression.

CRM 2011/2013

Context

Use the Execute a CRM Request Activity to ask Dynamics CRM to execute a request in a dynamic workflow.

Note: You can only execute built-in CRM requests. Sequence does not support custom requests added to Dynamics CRM.

There are two general options for executing a request:

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

  • Request that Dynamics CRM assign an entity a new owner.
  • Request that Dynamics CRM win an opportunity.

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 it 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.

About this Article
  • Created: 03/26/2017 5:51 am EDT
  • Last updated: 03/26/2017 7:49 am EDT
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