Microsoft Dynamics CRM - Create a record

The Microsoft Dynamics CRM - Create a record action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. creates a record of a specific entity type in Microsoft Dynamics CRM.

For example, you want a new record created in the Account entity every time a user submits a form. By using variables, you can populate the attribute values of the new record in Microsoft Dynamics CRM with the values entered in the form.

For more information about Microsoft Dynamics CRM, go to Microsoft Dynamics CRM.

Configure the Microsoft Dynamics CRM - Create a record action

1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

2. Select a Connection. If you do not have a connection, see Add a connection.

3. Select an Entity name.

   Depending on the entity you select, additional fields appear.

4. For each field, select or enter the value you want.

5. If you want to enter values for optional fields of the new record: 

   1. Click Add field to view fields for the selected object.
   2. Select each field you want and then click Add.

   3. For each added field, select or enter the value you want.

6. If you want to store the record ID of the new record, select a variable.

You can use this variable later in your workflow.

Configure the storage of Microsoft Dynamics CRM - Create a record output

After entering values for the required fields in Microsoft Dynamics CRM - Create a record action, you have the option to store the Record ID in a variable:

1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

2. Complete the required fields, as specified in Microsoft Dynamics CRM - Create a record.
3. In Store record ID, select a variable that will store the ID of the new record.

Microsoft Dynamics CRM - Create a record action fields, buttons, and settings

Field	Description	Variable types
Connection Credentials and other settings that enables workflows to communicate with external systems, services, or applications. It's required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.	The Microsoft Dynamics CRM connection to use for creating the record.	(n/a)
Entity name	The entities related to the Microsoft Dynamics CRM account. Accepts a selection from the drop-down list. Options in the drop-down list are derived from the selected Microsoft Dynamics CRM connection.	(n/a)
Add field	Displays selections for browsing, selecting, and adding fields that you want to populate for the new record. Add fields selections Selection Description Filter options () Filters the list of fields using your entered text. / Selects or de-selects a field for adding. Select all Selects all fields. Clear selections De-selects all fields. Cancel Discards field selections and hides the fields available for selection. Add Adds the selected fields.	(n/a)
(fields)	After you select an entity, a field for each required attribute for the entity is automatically added to the config panel. Accepted entry types correspond to the data type of the field. Some fields allow a combination of typed text and inserted variables while others require selection from the drop-down list (or an inserted variable). To add optional fields, click Add field. To remove an optional field, click (Delete).	(varies)
Store record ID	Variable to store the ID of the new record. Accepts an inserted variable.	Text, Decimal, Integer, Boolean, DateTime, Collection