Microsoft Dynamics CRM - New record

Use the start event The connector and event for triggering the workflow to run, including required configuration. An example is Box - New file, which triggers the workflow to run when a new file is uploaded to the specified folder.Microsoft Dynamics CRM- New record to start your workflow whenever a new record is created in your Microsoft Dynamics CRM account.

For more information about Microsoft Dynamics CRM, see Microsoft Dynamics CRM.

Before you begin: 

Jump to:

Select the Microsoft Dynamics CRM - New record start event

  1. Open your workflow and in the designer canvas, click Start event. The configuration panel is displayed.
  2. In the Start from drop-down under CONNECTORS, select Microsoft Dynamics CRM.

  3. In the Event field, select Microsoft Dynamics CRM - New record.

    The Configuration section is displayed. To configure the start event, follow the steps in Configure the start event.

Configure the start event

In the Configuration section of the Start event configuration panel: 

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

  2. For Entity name, the record type you want to track in Microsoft Dynamics CRM to start the workflow. When a new record is created in this entity, the workflow will begin.

You can use these start event variables A variable associated with the start event. Often referenced by actions in the workflow. For example, a start event variable might capture input in a form field. to store information about the new record that you can use later in the workflow.

  1. On the Designer canvas, click Start event.

  2. Select a connector from the Start from drop-down list.

  3. Select an event from the Event drop-down list.

  4. Click Add variables.
  5. Select the predefined variables that you want to add to your workflow. If you know the variable and you want to find it faster, type the variable name in the Filter options field. To select all variables, click Select All.
  6. Click Add.

    Note: If you want to edit the selection of variables, hover over the variable, click More Options icon, and then click Show Details. Edit the variable name in the Name field or click Delete icon.

The variables that are available for selection depends on the Entity name that you select.
  1. Find the Conditions section.
    1. Click Add condition.
    2. For When, select a start event variable. For example, select Created date for a new file.
    3. For Operator, select an operator for comparing the variable to the value. For example, select is before or on.

    4. For Value, type or select the value to use for the comparison. For example, select 2017-12-31, 11:59 PM.

    5. Type a Condition summary, if desired.

    6. Click Add condition.

      The condition is added to the start event.

  3. Select all or any to control how multiple conditions are evaluated.

Microsoft Dynamics CRM - New record start event fields by section

Section

Field

Description
Start event Show variables Displays variables that are available to use throughout the workflow. Variables are classified based on how they are created or generated.
  Hide variables Closes the Variables pane.
Configuration Connection Credentials and other settings 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 the start event.

  Entity name

The type entity to monitor for new records. The drop-down list shows the entities for the selected connection.

 

Add variables

Lists variables for attributes of the selected Entity name.

Displays selections for browsing, selecting, and adding variables to use throughout the workflow.

Selection

Description

Filter options

Filters the list of variables using your entered text.

/

Selects or de-selects a variable for adding.

Select all

Selects all variables.

Add

Adds the selected fields.

Cancel

Discards field selections and hides the fields available for selection.

The variables that are available for selection depends on the Entity name that you select.

Set conditional start options

Add condition

Displays fields for defining a new condition.

 

 When

The start variable the operator compares with the value.

 

 Operator

How the When variable and Value are compared. Select from the drop-down. The operators available in the drop-down depend on the When variable type. Example: in the condition 'Address 1: State/Province equals (=) VIC', the operator is 'equals (=)'.

 

 Value

The text or variable that the operator compares with the When variable. Type to enter text. The value must match the When variable type. Example: in the condition 'Address 1: State/Province equals (=) VIC', the operator is 'VIC'.

 

Add

Saves the condition to the start event.

 

Cancel

Discards the condition you are editing.

 

all/any

If you select:

  • all: then all conditions must be true for the workflow to start.
  • any: then at least one of the multiple conditions must be true for the workflow to start.

 

(Edit condition)

Redisplays condition fields for editing.

 

(Delete condition)

Deletes the indicated condition.