Query CRM
Enterprise Edition for Nintex Workflow Subscription Editionis required for this feature.
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.