CRM Event Wizards

Microsoft Dynamics Customer Relationship Manager (CRM) 2011, 2013 and 2015 integration is achieved with the CRM Event Wizard. The following K2 Event Wizards are supported for workflow events:

These wizards create workflow steps where CRM input and return properties can be used and processed.

The Create CRM Entity Item wizard, along with the Get CRM Entity Item Reference, create item references that can be used in the other CRM event wizards. Drop the Create CRM Entity Item wizard onto the design canvas.

Select a service instance from the CRM Service Instance drop down and then select the CRM entity from the list. Note that if you do not see a CRM service instance you must rerun the installation, choosing to integrate with CRM.

The Create Item Reference check box is activated by default. This creates a reusable object of the entity item, and is required in order to use the other CRM event wizards.

Click Next to continue to the Input Properties page.

Select and configure the values for the input properties of the entity. Click Next to continue to the Return Properties page.

Configure the workflow data field mapping for the return properties of the CRM entity. Click on Finish to finalize the Create CRM Entity Item wizard.

The Update CRM Entity Item wizard requires a CRM entity item reference. It is used to update a CRM entity item property in a subsequent step in a workflow, typically using a data field or an object from the workflow context, but could be a value from a SmartObject.

If more than one CRM entity exists within the workflow, make sure that the Item Reference Name refers to the correct entity.

Select the entity to update and drop an object from the context browser into the Field Value of the property to be updated, or enter a static value in the textbox.

Click on Finish to finalize the Update CRM Entity Item wizard.

The Delete CRM Entity Item wizard requires a CRM entity item reference.

Select the Item Reference Name from the drop down that refers to the CRM entity item to be deleted.

Click on Finish to finalize the Delete CRM Entity Item wizard.

Select the CRM Service Instance from the drop down list, and then select a CRM entity from the list returned. You can give the entity item reference a unique name.

Click Next to continue to the Get CRM Entity Item Reference - Input Properties page. This is where you specify the property for the entity item that you need a reference to for later use in the workflow.

Select and configure the values for the input properties of the reference. Drop a process data field, a SmartObject value, or type in a static value.

Click on Finish to finalize the Get CRM Entity Item Reference wizard.