Add a Note to a Dynamics CRM Entity

Add Note Configuration Screen

Prerequisites

• Create an access token for your Dynamics CRM application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Dynamics CRM tab.
     2. On the Dynamics CRM tab, drag the Add Note (Dynamics CRM) activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Add Note Configuration screen, click Add Note .

Procedure

1. On the Add Note Configuration screen, in the Dynamics CRM field, select your Dynamics CRM access token.

   To create a new access token, click Add Token . For more information, refer to New Dynamics CRM Access Token.

2. In the Entity Name field, select your entity name.
3. Complete these fields as necessary.

   Field Name	Definition
   Note Title	Function: Specifies your note title. Accepted Values: One line of text. Default Value: None Accepts Process Data Variables: Yes
   Parent Entity ID	Function: Specifies the ID of the entity associated with your attachment. Accepted Values: A valid entity ID. Default Value: None Accepts Process Data Variables: Yes
   Note Body	Function: Specifies the content of your note. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: Yes

4. (Optional) To store the note ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Note ID in Custom Attribute or Schema.

   Field Name	Definition
   Store the Note ID in Custom Attribute or Schema	Function: Specifies the variable that stores the note ID. The Note ID is a code used to monitor a note. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Add Note (Dynamics CRM) activity
• Configure General Options for a CRM Activity
• Process Data Variables