Dynamics CRM retrieve record

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

Retrieves a record from a standard or custom entity in Microsoft Dynamics CRM. The action mimics the Advanced Find functionality available in Microsoft Dynamics CRM.

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.
Query

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

Note: The name may be different from the Display Name and Plural Name.
where

Specify the display name or logical name of the field.
equals

Specify the value for the above field name.

Note: Field name and value is served as filter criteria that a record in the entity must match in order to be returned.

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.
  • Fields: Specify a collection variable to store the fields of a record.
  • Values: Specify a collection variable to store the value of the retrieved fields.
  • Result as XML: Specify a text variable to store the values of the result as XML format.

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.