Reflects the current release of Nintex for SharePoint 2016. For your version, please access assistance through the Help button in the product.
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.
Updates a record in Microsoft Dynamics CRM. A record can be updated for any entity, including custom entities.
Supports Microsoft Dynamics CRM v4.0, 2011, 2013, 2015, and 2016 (up to version 8.2).
The endpoint version of the Microsoft Dynamics CRM server to connect to.
The URL of the CRM server to connect to.
The Organization located within CRM.
The credentials used to connect to the CRM server and organization.
The type of CRM record to be updated.
Specify the GUID of the CRM record to be updated.
Note: It is recommended that the Query CRM action be used to obtain the GUID of the record and stored in a workflow variable which can then be specified in the Record to update field.
Selecting an Entity will load any Required and Business Required attributes. Select the attributes of the record to be updated and specify the updated value in the fields provided.