Dynamics CRM retrieve record

Retrieves a record from a standard or custom entity in Microsoft Dynamics CRM. The 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.
where

Specify the display name or logical name of the field.
equals

Specify the value for the above field name. Note: Field name and value is served as filter criteria that a record in the entity must match in order to be returned.
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 ID

Specify a text variable to store the ID of the record.
Record URL

Specify a text variable to store the URL of the record.
Fields

Specify a collection or dictionary variable to store the fields of a record.
Values

Specify a collection or dictionary variable to store the value of the retrieved fields.
Result as XML

Specify a text variable to store the values of the result as XML format.
For more information about how to use Lookups in configuration fields, see Lookups in action configuration fields.