Hi everyone,
Is there any updated documentation on how to create cases/accounts/contacts from k2 to CRM? I have connected CRM to K2 I just can't figure out how to create cases through the K2 interface using workflows.
Thanks,
Paul
Solved
K2 and Dynamics CRM
Best answer by khanh1
Hi Pob,
Perhaps, you can take a look at our Cloud documentation.
+6Hello Pob,
It looks like the only documentation we have refers to legacy tools: https://help.k2.com/onlinehelp/k2five/userguide/5.3/default.htm#LegacyDesigntools/Workflow/Thin-Client-Wizards/CRM/Create_CRM_Entity_Item/Create_CRM_Entity_Item.htm%3FTocPath%3DCreate%7CLegacy%2520Design%2520Tools%7CK2%2520Workflow%2520Designer%2520(Legacy%252FSilverlight)%7CWorkflow%2520Steps%7CWorkflow%2520Wizards%7CCRM%2520Wizards%7C_____1
What version of K2 are you currently running?
Regards,
qT
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Hi Pob,
Perhaps, you can take a look at our Cloud documentation.
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