Working with Interactions

You can define multiple business rules and logic for custom actions.

1. Connect to an account.

   Add a Microsoft Dynamics 365 CRM connector on the canvas and connect it to the Start and Stop icons. Next, double-click the Microsoft Dynamics 365 CRM icon and click + to create a custom action. The Add Custom Action configuration screen appears where you need to provide the following details:

   • Authorize Microsoft Dynamics 365 CRM: Select an account for running the selected action.
   • Name : Provide a name for the account.
   • Description : Enter the description of the account.

     Click Next.

2. Select the operation.

   Select the operation from the options listed in the Operation step.

   For the example, select the operation - compositeBatch and then click Next .

   Note: Interactions appear for certain applications and actions only.

   When you click Next, the Add Interactions screen appears.

3. Add Interactions.

   Add Interactions for the operation selected operation. To add your first Interaction, click +Add.

   Select the interaction to be associated with the selected operation.

   For the example, select 'query' to be associated with 'compositeBatch' and then click Next .

   Next, select the business object to be associated with the selected operation.

   For the example, select 'accounts(Microsoft.Dynamics.CRM.account)' as the business object and then click Next .

   Now, select the data fields for the selected business object and click Next.

   When you click Next, you are redirected to the Add Interactions screen where you see the details of the newly created Interaction. Here, you see the name of the Interaction, the business object that is created, the number of data fields added, and the actions (Edit or Delete) that can be performed on the Interaction.

   To create a second Interaction, click +Add and repeat the steps that are mentioned earlier.

   Note: You can change the order of interactions within the list as your requirements with the drag-and-drop function. To reorder the list, click and hold the drag icon that appears on the left of the relevant interaction and then drag-and-drop it to a necessary position in the list.
4. Confirm the action.

   The next step is to verify and confirm the custom action and then click Done.

   The interaction for your custom action is created.