Change the status of an Entity in Dynamics CRM

Set Status 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 Set Status activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Set Status .

Procedure

1. On the Set Status 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 list, select your entity.
3. Complete these fields as necessary.

   Field Name	Definition
   Entity ID	Function: Specifies the Dynamics CRM entity ID. Accepted Values: A valid Dynamics CRM entity ID. Default Value: None Accepts Process Data Variables: Yes
   Status	Function: Specifies the status of your record. Accepted Values: A valid status from the list. Default Value: None. When you select the entity name, the status of the record shows in the Status field. Accepts Process Data Variables: No

4. (Optional) To store the status ID as a process data variable, add the variable from the Process Data screen to the field Store New Set Status ID in Custom Attribute or Schema.

   Field Name	Definition
   Store New Set Status ID in Custom Attribute or Schema	Function: Specifies the process data variable that stores the status ID. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Configure General Options for a CRM Activity
• Set Status (Dynamics CRM) activity
• Process Data Variables