K2 Workflow Wizards - CRM Wizards

The CRM Wizards allow certain actions to be automatically performed during the Workflow. These actions are displayed on the navigation bar as displayed below:

Fig. 1. General Wizards

Feature	What it is
Create Entity Item	The Create Entity Wizard enables a K2 Workflow to interact with an existing Microsoft Dynamics CRM Server and create an entity.
Update Entity Item	The Update Entity Wizard will update an Entity Instance that is available on the CRM Server.
Delete Entity Item	The Delete Entity item deletes an existing Entity Item Instance that is found on the CRM Server.
Add Entity Item Reference	The Add Entity Item Reference wizard is used to create a re-usable Workflow object within the K2 Environment that contains data referring to a specific CRM Entity.

Note: The AppPool account used for the K2 Designer for SharePoint must have full rights on the CRM server.