Process Activities / Dynamics CRM tab |
An activity that creates an entity, or changes entities if they exist. Dynamics CRM recommends using Upsert Entity as an alternative to Create Entity so you do not create duplicate entities.
To configure the Upsert Entity activity, do the procedure in this topic.
For more information, refer to Configure General Options for a CRM Activity.
For more information, refer to Create or Change a Dynamics CRM Entity.
For more information, refer to Configure E-mail Notifications for Any Activity
Specifies the basic information for a CRM activity.
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Connection Timeout (Seconds) |
Specifies the information to create an entity, or changes entities if they exist.
Field Name | Definition |
---|---|
Dynamics CRM |
|
Add Token |
|
Entity Name |
|
Field Name |
|
Update Message for Multiple Entity |
|
Request Mapping |
|
Map Response to AgilePoint Schema |
|
Store the Response in Custom Attribute |
|