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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.

Prerequisites

Ensure that you have created an empty process when Creating a Project.

Procedure

  1. In the Process Editor view, click the created project and open the empty process from the Processes folder.
  2. Select an activity from the Palette view and drop it in the Process Editor.
    For example, select and drop the Timer activity from the General Activities palette and the Update Entity activity from the Dynamics CRM palette.

  3. Drag the icon to create a transition between the added activities.
  4. 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.
  5. Click File > Save to save the process.