Configuring a Process
After creating a project, an empty process is created. You can add activities to the empty process to complete a task. For example, update entity records.
Ensure that you have created an empty process when Creating a Project.
- In the Process Editor view, click the created project and open the empty process from the Processes folder.
- Select an activity from the Palette view and drop it in the Process Editor.
- Drag the icon to create a transition between the added activities.
Configure the added activities, as described in
Dynamics CRM Palette.
Note: A Dynamics CRM connection is required when configuring the Dynamics CRM activities. See Creating a Dynamics CRM Connection for more details about how to create a Dynamics CRM connection.
- Click to save the process.