Change Ownership (Dynamics CRM) activity

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Description

Function:

Specifies an optional description for your activity.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

No

Connection Timeout (Seconds)

Function:

Specifies the number of seconds permitted to complete an action before the connection stops.

Accepted Values:

An integer that represents a number of seconds.

Default Value:

600

Accepts Process Data Variables:

No

Dynamics CRM

Function:

Specifies the access token that connects to your Dynamics CRM application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Add Token

Opens this Screen:

New Dynamics CRM Access Token

Function of this Screen:

Configures a new access token for Dynamics CRM.

Entity Name

Function:

Specifies the name for your entity.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

When you select the Dynamics CRM access token, the name of the entity shows in the Entity Name field.

Accepts Process Data Variables:

No

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

Owner Type

Function:

Specifies the type of ownership for the entity. The type of ownership specifies some of the operations that you can do on a record.

Accepted Values:

• Team
• User

Default Value:

None.

When Dynamics CRM is selected, the field shows the list of Dynamics CRM user names.

Accepts Process Data Variables:

No

Owner Names

Function:

Specifies the name of the owner of the entity.

Accepted Values:

A valid owner name.

Default Value:

None.

When Dynamics CRM is selected, the field shows the list of Dynamics CRM user names.

Accepts Process Data Variables:

No

Owner ID

Function:

Specifies an ID of the owner supplied by Dynamics CRM.

Accepted Values:

A valid owner ID.

Default Value:

None

Once you select the owner name, the correct ID is populated in the field.

Accepts Process Data Variables:

Yes

Store Entity ID in Custom Attribute or Schema

Function:

Specifies the process data variable that contains the entity ID.

Accepted Values:

A process data variable.

Default Value:

None

Accepts Process Data Variables:

Yes