Dynamics 365 CRM Triggers
Use Dynamics 365 CRM events to set a trigger for workflow execution. To create an event for Dynamics 365 CRM, complete the following steps:
1. Place the pointer on the start icon , and then click or double-click . A list of triggers appears.
2. Select Dynamics 365 CRM. In the trigger configuration window, do one of the following:
If a trigger is already created, select an existing trigger, and then click SAVE.
To create a new trigger, click Create a new event for Dynamics 365 CRM, and then proceed with the following steps.
3. Edit the Trigger Label, if needed.
4. To add a Dynamics 365 CRM connector type, refer to Supported Dynamics 365 CRM Connector Types.
If you previously added a connector type, select the appropriate Connector Type, and under Connector Name, select the connector.
5. Click TEST to validate the connector.
6. In the Select Trigger list, select one of the following events:
New Account—An account is created.
New Contact—A contact is created.
New Appointment—An appointment is created.
New Opportunity—An opportunity is created.
New Lead—A lead is created.
New Record—A record is created for the specified entity.
Update Record—A record is updated for the specified entity.
7. For the New Record or Update Record events, in the Entity Name list, select or specify the ID of the entity for which you want to set the trigger.
8. Under the Custom Filters section, click ADD, and then do the following:
a. Map the appropriate fields from the Trigger Data section to the Input field.
b. Select an appropriate value in the Condition list.
c. Set a value in the Expected field.
Click Add to add multiple custom filters. Click to delete any custom filter that you added.
For more information on custom filters, refer to Adding Custom Filters.
9. Click SAVE.
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