Dynamics CRM query record

Queries records from a standard or custom entity in Microsoft Dynamics CRM. This action mimics the Advanced Find functionality available in Microsoft Dynamics CRM.

Note: This is an external action and may execute on servers running outside your data center Centralized locations used to house servers used by Nintex for remote storage, processing, or distribution of data. Nintex has a number of regional data centers available for Nintex for Office 365. For information about Nintex data centers and where your data center is located, contact your Nintex account or territory manager. region. Before implementing, consider performance and regional concerns where digital boundaries are an issue. For more information, see In-tenant and external actions.

Action settings

Important: Grant Admin consent for the Nintex Live - Dynamics CRM app in Azure Active Directory

Do one of the following to open the Action configuration window:

  • Double-click the action.
  • Click on the action and then click Configure.

See Action configuration window for more information.

Field Description
Query

Specify the logical name of the entity. For example, to retrieve a Case record, specify the logical name incident.

Note: The name may be different from the Display Name and Plural Name.
Maximum number of results

Specify the maximum number of results to query.
Filters

Specify the filter criteria for records to be queried.

  • Return all records: Return all records from the entity.
  • Return records only when the following is true:

    • Return the records when field: Specify the field, operator, and value.

      Note: When specifying field name, use display name or logical name. Use Display Name or Value when specifying options for Microsoft Dynamics CRM fields of one of the following types: Two Options or Option Set. For lookup data type, specify record GUID (Globally Unique Identifier) as the value to perform a query. The record GUID can be obtained from the record URL. The GUID format is xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx. For example, F465B3DA-E3FB-E311-975E-D89D67642F34. For Date data type, specify the value in UTC. Date format is YYYY-MM-DDT00:00:00. For example, 2014-07-01T00:00:00. For Date and Time data type, specify the value in UTC. Date format is YYYY-MM-DDTHH:MM:SS. For example, 2014-07-01T06:51:00.

    • Add filter rule: Add a filter rule.
Server URL

Specify the URL of the CRM server to connect to.

  • For Microsoft Dynamics CRM Online: http://CRMOnlineURL

    Where Microsoft Dynamics CRM Online URL can be found from the Address bar of the browser once you have logged in to Microsoft Dynamics CRM. For example, https://exampleorganization.crm5.dynamics.com.

  • For Microsoft Dynamics CRM On Premise: http://CRMServerURL/OrganizationUniqueName

    Where Microsoft Dynamics CRM On Premise URL can be found from the Address bar of the browser once you have logged in to Microsoft Dynamics CRM. For example, https://CRMServer.com/exampleorganization.

Note: To determine the URL, log into Microsoft Dynamics CRM.
Username

Specify a username with permission for this operation.
Password

Specify the password for the above username.
Record IDs

Specify a collection or dictionary variable to store the value of the ID of the record.
Number of records returned

Specify a number variable to store the number of records returned.
For more information about how to use Lookups in configuration fields, see Lookups in action configuration fields.