The Associate Entities activity is used to create or delete the link between entity records in the Microsoft Dynamics CRM server.
you can Establish a connection to the Microsoft Dynamics CRM server in the General tab and specify the link of the entity records you want to create or delete.
The following table lists the configurations in the General tab of the Associate Entities activity:
|Name||No||Specify the name of the activity in the process definition.|
|Dynamics CRM Connection||Yes||Specify a shared connection resource.
Click the icon to select a space connection. If no matching Dynamics CRM connections are found, click Create Shared Resource in the Select DynamicscrmResource Resource Template dialog to create one. See Creating a Dynamics CRM Connection for more details.
|Disassociate Entities||No||Select this check box to delete the created link of the entity records.|
Specify the entity records and the link that you want to create or delete in the Input tab.
The following table lists the input elements in the Input tab of the Associate Entities activity:
|Input Item||Data Type||Description|
|The following elements are included in the Entity node.|
|EntityLogicalName||String||Specify the logical name of the entity.|
|EntityId||String||Specify the ID of the related entity record.|
|The following elements are included in the Relationship node.|
|SchemaName||String||Specify the name of the relationship that is used to create or delete the link.|
|PrimaryEntityRole||String||Specify the role of the primary entity.|
|The following elements are included in thenode.|
|EntityLogicalName||String||Specify the logical name of the related entity records.|
|EntityId||String||Specify the IDs of the related entity records.|
The error code and error message of the Associate Entities activity are displayed in the Fault tab. See Error Codes for a more detailed explanation of errors.
The following table lists error schema elements in the Fault tab of the Associate Entities activity: