Convert Lead (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:

Read-only

Default Value:

Lead

Accepts Process Data Variables:

No

Create Account

Function:

Specifies if an account is necessary for the lead.

Accepted Values:

• Selected - Creates an Account for the Lead.
• Deselected - Doesn't create an Account for the Lead.

Default Value:

Selected

Accepts Process Data Variables:

No

Create Opportunity

Function:

Specifies to create an opportunity for your lead.

Accepted Values:

• Selected - Creates an opportunity for your lead.
• Deselected - Does not create an opportunity for your lead.

Default Value:

Deselected

Accepts Process Data Variables:

No

Create Contact

Function:

Specifies to create a contact for the lead.

Accepted Values:

• Selected - Creates a contact for the lead.
• Deselected - Does not create a contact for the lead.

Default Value:

Selected

Accepts Process Data Variables:

No

Request Mapping

Function:

Connects the Dynamics CRM API request parameter to your process schema. This is mandatory only if the request passes data from the process schema to parameters in the Dynamics CRM API.

To Open this Field:

1. On the Convert Lead Configuration screen, click the Request tab.

Accepted Values:

Click the Ellipses button to open the Schema Mapper screen.

Use this screen to connect the request to the data model for your process.

Default Value:

None

Map Response to AgilePoint Schema

Function:

Specifies the connection from the Dynamics CRM API response parameter to your process schema.

To Open this Field:

1. On the Convert Lead Configuration window, click the Response tab.

Accepted Values:

Click the Ellipses button to open the Schema Mapper screen.

Use this screen to connect the response to the data model for your process.

Store the Response in Custom Attribute

Function:

Specifies the variable that contains the response to a method call. The method must call a web service.

To Open this Field:

1. On the Convert Lead Configuration window, click the Response tab.

Accepted Values:

A process data variable.

Default Value:

None

Accepts Process Data Variables:

Yes