Actions REST

The Actions REST activity helps to call actions using the Customer Engagement Web API and perform operations in the Microsoft Dynamics CRM server.

You can call bound and unbound actions on the Microsoft Dynamics CRM server. You can also use custom bound and unbound actions. For more information on actions, see the Dynamics 365 Customer Engagement Web API Action Reference documentation.

General

In the General tab, you can establish a connection to the Microsoft Dynamics CRM server, and specify the type of action you want to call.

The following table lists the configurations in the General tab of the Actions REST Entity activity:

Field Module Property? Description
Name No Specify the name of the activity in the process definition.
Dynamics CRM REST Connection Yes Specify a shared connection resource.

Click the icon to select a space connection. If no matching Dynamics CRM REST connections are found, click Create Shared Resource in the Select DynamicscrmRestResource Resource Template dialog to create one. See Creating a Dynamics CRM REST Connection for more details.

Dynamics CRM Action No Specify the action to be called.

Click Fetch Action to open the Action Selection Dialog that contains all the available actions. Select an action from the list and click OK. The selected action is automatically specified in this field. (In the Action Selection Dialog, if required, click Refresh List to retrieve the latest list of actions from the server.)

Entity for Bound Action No Specify the entity to be bound with an action.
Note: This field is displayed only if you select a bound action in the Action Selection Dialog

Select the entity to be bound with the action from the Entity for Bound Action drop-down list.

Description

In the Description tab, enter a short description for the Actions REST activity.

Input

The input of this activity varies depending on the action selected when configuring the General tab. If the action is bound, the input also varies depending on the entity that the action is bound to. For more information on the action input, see the the Dynamics 365 Customer Engagement Web API Action Reference documentation.
Note: This activity does not support the crmbaseentity type in the input and output schema.

Output

The output of this activity varies depending on the action selected when configuring the General tab. If the action is bound, the output also varies depending on the entity that the action is bound to. For more information on the action output, see the Dynamics 365 Customer Engagement Web API Action Reference documentation.

Fault

The Fault tab displays the error code and error message of the Actions REST activity. See Error Codes for a more detailed explanation of errors.

The following table lists error schema elements in the Fault tab of the Actions REST activity:

Error Schema Element Data Type Description
message String The error message returned by the plug-in.
messageCode String The error code returned by the plug-in.