Query CRM

Enterprise Edition for Nintex Workflow 2016 is required for this feature.

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

Retrieves data from Microsoft Dynamics CRM. The action mimics the Advanced Find functionality available in CRM.

Supports Microsoft Dynamics CRM v4.0, 2011, 2013, 2015, and 2016 (up to version 8.2).

Options for this action

Dynamics CRM Version

The endpoint version of the Microsoft Dynamics CRM server to connect to.

Server URL

The URL of the CRM server to connect to.

Organization name

The Organisation located within CRM.

Credentials

The credentials used to connect to the CRM server and organization.

Attributes To Return

The results returned can either be in XML or individual attributes can be specified and stored in a workflow variable.

Entity

The type of entity to be queried.

Return as

• XML: The returned results are structured as XML and all attributes of the primary entity will be returned for each record retrieved. 
• Variable: Each specified attribute will be returned and can be stored in a workflow variable. 

Filters

Where there is

Used to specify/narrow down the records returned for the Primary entity selected.

Related information

Find, add, and configure actions