Create Record
Use the Create Record action to create a Dynamics 365 CRM entity.
Complete the following steps to use the Create Record action in your workflow:
1. Drag the
Create Record action under
Dynamics 365 CRM to the canvas, place the pointer on the action, and then click
or double-click the action. The Create Record window opens.
2. Edit the Label, if needed. By default, the label name is the same as the action name.
If you previously added a connector type, select the appropriate Connector Type, and under Connector Name, select the connector.
4. Click TEST to validate the connector.
5. Click
MAP CONNECTOR to execute the action using a connector that is different from the one that you are using to populate the input fields. In the
Runtime Connector field, provide a valid Dynamics 365 CRM connector name. For more information about
MAP CONNECTOR, see
Using Map Connector.
After you select an entity set, fields for properties and supported navigation properties are displayed, and dynamically change based on the entity set that you select.
7. Select Form to provide inputs for individual properties and supported navigation properties listed in the form, or select Assign JSON to specify a single JSON with all properties and supported navigation properties.
If the type of navigation property is an entity type, provide a single identifier. If the type of navigation property is a collection of an entity type, provide a comma-separated list of identifiers.
8. Click Done.
Output schema
The output schema for the Create Record action returns a message string.