Dynamics CRM create record

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

Creates a record of a standard or custom entity in Microsoft Dynamics CRM.

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.

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.

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.
Create

Specify the logical name of the entity. For example, to create a Case record, specify the logical name incident.
Fields

Specify fields and corresponding values for the record to be created.

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.

  • Record ID: Specify a text variable to store the ID of the record.
  • Record URL: Specify a text variable to store the URL of the record.

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.