We're updating some of our product names. K2 Five will soon be Automation On-Prem. You may see both product names in our help pages while we make this change.

CRM

This content applies to legacy design tools (such as K2 Studio, K2 for Visual Studio, or the Silverlight-based K2 workflow design tool). If you have upgraded from K2 blackpearl 4.7 to K2 Five, these tools may still be available in your environment. These legacy tools may not be available in new installations of K2 Five. These legacy tools may also not be available, supported, or behave as described, in future updates or versions of K2. Please see the legacy component support policy for more information about support for these components.

The CRM wizards provide for the interaction with a CRM Server during the execution of a workflow. K2 supports CRM 2011, CRM 2013 and CRM 2015. The available wizards are:

Wizard Name	Function
Create CRM Entity Item	Creates a CRM Entity Item
Update CRM Entity Item	Updates a CRM Entity Item
Delete CRM Entity Item	Deletes a CRM Entity Item
Get CRM Entity Item Reference	Creates a CRM Entity Item Reference

To launch a wizard, drag it from the ribbon onto a workflow step on the design canvas.