Output Action CRMOutputAction

This Output Action saves generated documents to D365 CE as an annotation of an entity. For example, you can attach a generated offer document as an annotation to the corresponding offer in D365 CE.

Parameters

Note

The parameter names of the Output Actions are not case-sensitive. All parameter names may contain data fields (exceptions are described in the relevant parameters).

Example: FileName = "Application_<%Citizen.Name%>.pdf"

Parameter	Requirement	Description
`CrmUrl`	mandatory	`https://<yourcompany>.crm4.dynamics.com`
`Username`	optional	For D365 CE on-prem only: If you use a D365 CE data source with Entra ID in your document, you may omit the credentials to use Entra ID authentication.
`Password`	optional	For D365 CE on-prem only: If you use a D365 CE data source with Entra ID in your document, you may omit the credentials to use Entra ID authentication.
`Impersonate_User_Guid`	optional	To impersonate a different user. This is only possible together with Username/Password set.
`Filename`	mandatory	Defines the document’s file name. Example: `SalesReport.pdf` The extension will define the file format (.docx, .xlsx, .pptx, .pdf, .html, …).
`Entity`	mandatory	Contains the type of the entity you want to attach the document. Example: `account`.
`Entity_id`	mandatory	Contains the id of the entity you want to attach the document. Example: `<%ID%>` to pull the ID dynamically from your input parameter called ID.
`Subject`	optional	Contains the subject of the annotation. You may use other data fields to create a dynamic subject (=Title). Example: `"Offer for <%Customer.Name%>"`.
`NoteText`	optional	You may use other data fields to create a dynamic description. Example: `"Offer for <%Customer.Name%>"`.
`Mode`	optional	`email`: creates CRM e-mail activities with the generated document in the attachment. The e-mails are directly opened in CRM with pre-populated sender, receiver, subject and body and are attached as an annotation to the entity/timeline.
`CRMEmailSender`	optional	Contains the e-mail sender for a CRM e-mail, can be a `userid`.
`CRMEmailReceiver`	optional	Contains the e-mail receiver for a CRM e-mail, can be a `userid`.
`CRMEmailSubject`	optional	Contains the subject of the CRM e-mail.
`CrmEmailBody`	optional	Contains the body text of the CRM e-mail.

dox42 Server Designer interface displaying parameters for generating a document from CRM. — Server Designer interface displaying parameters and values for a connection setup