Dynamics CRM Actions
Description: Microsoft Dynamics CRM is a customer relationship management program used by a variety of industries to administer their relationships with customers, including the retrieval, storage and analysis of client information. It can be tailored to fit the unique needs of each organization and provide consistent and measurable progress in all aspects of customer relations using well-known tools and technology such as Microsoft Office, Outlook and Internet Explorer.
The Dynamics CRM action is capable of automating a variety of common CRM operations to ensure consistency in how businesses interact with their customers. It can be used for creating, updating or deleting contacts, retrieving audit records, tracking specific information and uploading/downloading attachments. In addition, users can better organize business processes with the use of sessions which define the steps necessary to specific operations or sets of actions to be performed on Dynamics CRM records.
Available Activities
The list of activities for this action are arranged below in alphabetical order. For more information about a specific activity, click the associated link.
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Activity |
Description |
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Creates an instance of an entity, defines its properties and populates an existing variable with the unique ID of the newly created entity. |
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Creates a unique session which can be used to combine numerous Dynamics CRM related steps. A session is particularly useful as a means of organizing and encapsulating a collection of activities required to accomplish a particular operation. It can ensure consistency and eliminate redundancy. |
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Deletes an entity. |
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Downloads an attachment from the specified entity. |
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Enables or disables auditing for an entity. |
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Ends a session previously created by the Create session activity. |
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Retrieves audit details and populates a dataset with results. |
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Retrieves information about the specified entity and populates a dataset with the results. |
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Retrieves a list of available entities and populates a dataset with the results. |
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Starts a Dynamics CRM workflow process. (Sets of logical rules that define the steps necessary to specific business processes, tasks, or sets of actions to be performed on Microsoft Dynamics CRM records.), |
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Updates an instance of an entity. |
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Uploads an attachment to the specified entity. |