This workflow action will retrieve data from Microsoft Dynamics CRM v4.0 and Microsoft Dynamics CRM 2011 or later. This action does not support connections with Microsoft Dynamics CRM Online. The action mimics the Advanced Find functionality available in CRM.
To use the workflow action:
Alternatively
To change the settings used by the action:
For more information on the other options in the drop-down, please refer to the Getting started with the Nintex Workflow designer.
The endpoint version of the Microsoft Dynamics CRM server to connect to.
The URL of the CRM server to connect to.
The Organisation located within CRM.
The credentials used to connect to the CRM server and organization.
The results returned can either be in XML or individual attributes can be specified and stored in a workflow variable.
The type of entity to be queried.
Used to specify/narrow down the records returned for the Primary entity selected.