---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create a CRM task

# Create a task in Microsoft Dynamics CRM {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Create a task in the Microsoft Dynamics CRM platform from your ServiceNow instance and receive updates to the task in your ServiceNow instance.

## Vorbereitungen

Role required: sn_acct_lc.customer_success_agent

## Prozedur

1. Navigate to AllCustomer SuccessAll Risks and Issues.
2. Open the risk record for which you want to create a task.
3. If you have configured the Create CRM task option, you can see it on the Risk and Issue page.  
   See [Enable integration with Microsoft Dynamics CRM](https://servicenow-prod.fluidtopics.net/UR0NRvmcBmdZK4IHz1CV7A "Integrating your ServiceNow instance with the Microsoft Dynamics CRM platform enables seamless data exchange and process synchronization between the two platforms. This integration is done through the Microsoft Dynamics CRM spoke.") for details on configuring this option.  

   <br />

4. Click Create CRM task.  
   A new task is created in the Microsoft Dynamics CRM platform. The details of the account, engagement, and contracts associated with the risk record are displayed.  
   Hinweis:  
   If you modify or update Priority or Status fields in the task that was created, the updates are displayed as worknotes in your ServiceNow instance.
5. Navigate to WorkspacesCSM/FSM Configurable Workspace and select the List icon.
6. Navigate to Customer SuccessAll Risks and Issues and open an risk record.  
   You can see the worknotes that show how the task was updated.  

   <br />

   Worknotes are displayed if you have configured:
   * The Microsoft Dynamics CRM update mechanism (so that Microsoft Dynamics CRM can access the Microsoft Dynamics spoke webhook) when the configured event occurs in the task table. See [Set up Microsoft Dynamics CRM spoke](https://www.servicenow.com/docs/access?context=setup-ms-dynamics-crm&version=australia&pubname=australia-integrate-applications&ft:locale=en-US) for details.
   * Microsoft Dynamics CRM spoke (see [Microsoft Dynamics CRM Spoke](https://www.servicenow.com/docs/access?context=microsoft-dynamics-crm-spoke&version=australia&pubname=australia-integrate-applications&ft:locale=en-US)).
     * Decision table as per the requirement
     * Webhook (Dynamics Webhook Callbacks)
     {#account-lifecycle-create-crm-task__ul_uvw_yzm_c2c}
   * Customer Success Management application has been configured for Microsoft Dynamics CRM integration. See [Enable integration with Microsoft Dynamics CRM](https://servicenow-prod.fluidtopics.net/UR0NRvmcBmdZK4IHz1CV7A "Integrating your ServiceNow instance with the Microsoft Dynamics CRM platform enables seamless data exchange and process synchronization between the two platforms. This integration is done through the Microsoft Dynamics CRM spoke.") for details.
   {#account-lifecycle-create-crm-task__ul_tvw_yzm_c2c}