Create CRM record
Enterprise Edition for Nintex Workflow Subscription Editionis required for this feature.
Creates a single record in Microsoft Dynamics CRM. A record can be created for any entity, including custom entities.
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 Organization located within CRM.
Credentials
The credentials used to connect to the CRM server and organization.
Entity
The type of CRM record to be created.
Store record ID in
Specify a workflow variable in which to store the newly created CRM record ID. This could be used as a reference to the CRM record ID in other steps of the current workflow.
Attributes
Selecting an Entity will load any Required and Business Required attributes. This will then allow the entry of data for the attributes that relate to the entity selected.