Note: This documentation gets updated only when necessary, as the product is in sustained mode. For product updates see the Release Notes.

CRM Functions

The CRM Functions Service Type allows K2 to interface with Microsoft Dynamics CRM and is used in conjunction with the CRM Service TypeService. It is not necessary to register multiple instances of this Service, since the CRM Functions service is a dynamic service that can be used across all CRM service instances.

Service Objects

The CRM Functions service exposes four Service Objects that are used to connect and integrate K2 with CRM. These Service Objects are used to interact with the CRM Organization and generate the CRM Service Type, as well as to query the CRM Organization for metadata.

SmartObjects

If a CRM environment is configured during installation, K2 automatically generates SmartObjects for these Service Objects. SmartObjects are automatically created when selecting the Generate SmartObjects for this Service Instance check box when creating a new Service Instance. Designers may use the available Service Objects in this service to create advanced SmartObjects using the available K2 SmartObject design tools. It is recommended to use the K2 Design tools to create SmartObjects rather than generating SmartObjects, since this allows better control over the naming, behavior and design of the SmartObject and its methods and properties.

Considerations

The default Service Instance of this service is used internally by the K2 environment. Do not modify or delete the existing service instance. You can create a new instance or use the methods from the existing instance