Dynamics CRM update record

Updates a record of a standard or custom entity 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.

What can I do with this workflow action? 

You can use this action as part of a workflow to automatically create contacts in Microsoft Dynamics CRM whenever contacts are added to a sample list in Office 365.

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
Update

Specify the logical name of the entity. For example, to update a Case record, specify the logical name incident.
where Record ID equals

Specify the unique record identifier of the Microsoft Dynamics CRM record.
Fields

Specify the field and its corresponding value for the update.

To remove a value from an optional field in the record, specify the field and leave the value empty.
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.
For more information about how to use Lookups in configuration fields, see Lookups in action configuration fields.