CRM Event Wizard - Requirements and Supported Entities

Installation and Configuration of Microsoft Dynamics CRM is beyond the scope of this topic or the K2 product documentation. For further assistance, see the following Microsoft resource: Microsoft Dynamics CRM 4.0

Microsoft CRM Server

Microsoft Dynamics CRM is intended for small businesses, midsized companies, and large enterprises and part of the Microsoft ERP product stack offering. K2 integrates with the CRM Server in the following ways:

K2 Workflows are enhanced at design time by making use of the K2 CRM Event Wizard this enables seamless and code free integration with Microsoft Dynamics CRM
At run time the Workflow interacts with the Microsoft Dynamics CRM automatically providing human to system and system to system automated task completion
K2 CRM Event Wizard is capable of the following tasks
- Create Entity
- Edit Entity
- Delete Entity
The K2 Event Template can be configured to:
- Focus on a single entity to perform any one of the 3 key tasks at a time
- Perform multiples of any one of the above tasks multiple times on multiple servers similar in concept to a batch job

Security Requirements

Ensure to take note of the following security requirements:

CRM Security Requirements
Web Designer Site Application Pool Identity	System Administrator Role in CRM	FULL User rights
K2 Server service account	System Administrator Role in CRM	FULL User rights

Example of CRM rights

Fig 1. System Administrator Role in CRM

Microsoft CRM Entity Support

The following Microsoft CRM entities are supported:

The list provided below is considered correct at the time of publishing and is subject to availability via the Microsoft CRM Server.

Account
Address
Appointment
Campaign
Campaign Activity
Campaign Response
Case
Competitor
Contact
Contract
E-mail
Facility/Equipment
Fax
Invoice
Lead
Letter
Main Merge Template
Marketing
Opportunity
Order
Phone Call
Product
Quote
Sales literature
Service activity
Task
User