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Dynamics CRM create user

Nintex external platform is required for this feature. For details, see Enable Nintex external platform features.

Creates a user in the on-premise installation of Microsoft Dynamics CRM.

Note: For Microsoft Dynamics CRM Online, use Office 365 actions related to user access management.

Action settings

Following are the fields and options visible in the configuration settings dialog box for this action.

Field Description

Connection

Select a Dynamics CRM connection.

For more information about connections, see Manage connections to external providers.

ClosedManual authorization for older workflows

Older workflows created with manual authorization, such as those retained during upgrades, continue to require manual authorization. For these workflows, the following fields are available.

  • Server URL:

    Specify the URL of the CRM server to connect to.

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

      For example, https://exampleorganization.crm5.dynamics.com.

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

      For example, https://CRMServer.com/exampleorganization.

    Note: To determine the URL, log into Microsoft Dynamics CRM. The URL is shown in the address bar of the browser.

  • Username:Specify a username with permission for this operation.
  • Password:Specify the password for the above username.
Domain name

Specify the domain name.
User name

Specify the user name.
First name Specify the first name.
Last name Specify the last name.
Business unit

Specify the business unit.
Role name

Specify the role name for the user.

Note: A role is required for user login to Microsoft Dynamics CRM.
Fields

Specify additional fields and corresponding values for the user.

To add a field, click Add field.

To configure a field, define the following items.

  • Field: Use the display name or logical name of the field.

  • Value: The type of the value should match the field type definition in Microsoft Dynamics CRM. For example, to create a date or date/time, specify the value in ISO 8601 format, such as 2014-12-31 or 2014-12-31T09:30:00.

    Note: Use Display Name or Value when specifying options for Microsoft Dynamics CRM fields of one of the following types: Two Options or Option Set.

To delete a field, click Delete ().
Output

Store output for this action using the following selections.

  • User ID: Specify a text variable to store the ID of the user.
ClosedHow to add and remove output variables

Depending on action requirements, you may be able to add and remove output variables.

To add an output variable

  1. Select an option from the Select more drop-down list.
  2. Click Add to display a drop-down list for the selected option.
  3. Select a previously defined workflow variable from the drop-down list.

To remove an output variable

  • Click Delete ().

    Note: Some output variables cannot be deleted. For example, the output variable URL for the action Bing news search cannot be deleted.