Microsoft Dynamics CRM - Retrieve a record

The Microsoft Dynamics CRM - Retrieve a record action A tool for building the processes, logic, and direction within workflows. retrieves the attribute values of a record in Microsoft Dynamics CRM.

For example, you want to retrieve the contact details of a customer and email them to someone. By using the ID of the customer's record in Microsoft Dynamics CRM, you can retrieve the record and then store the record's attribute values in variables. You can then insert these variables in your email.

For more information about Microsoft Dynamics CRM, go to Microsoft Dynamics CRM.

Configure the Microsoft Dynamics CRM - Retrieve a record action

1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

2. Select a Connection. If you do not have a connection, see Add a connection.

3. Select the Entity name of the record you want to retrieve.

Note: You must select the entity where the record exists or the workflow will fail.

4. Enter the Record ID.

5. By using variables, store the attribute values of the record being retrieved:

   1. Click Add field to view attributes for the selected entity.
   2. Select each attribute you want and then click Add.

   3. For each added field, select a variable to store the value.

      You can now use these variables later in your workflow.

Microsoft Dynamics CRM - Retrieve a record action fields, buttons, and settings

Field	Description	Variable types
Connection Credentials and other settings required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.	The Microsoft Dynamics CRM connection to use for retrieving record attributes.	(n/a)
Entity name	The entity of the record you want to retrieve. Accepts a selection from the drop-down list. Options in the drop-down list are derived from the selected Microsoft Dynamics CRM connection.	(n/a)
Record ID	The ID of the record you want to retrieve. Accepts any combination of typed text and inserted variables. How can I find the Record ID? There are multiple ways to find the unique ID of a record. In Nintex Automation Cloud, you can use the variable that holds the record ID as specified in Microsoft Dynamics CRM - Create a record. You can find the record ID from the URL to the record, which is indicated as follows: id=%7b<Record ID>%7d. For example, the record ID in the following link is highlighted below: https://<yourdomain>.crm.dynamics.com/main.aspx?app=d365default&etc=1&extraqs=formid%3dcd123456-abc1-234d-567e-db890e685af&id=%7bE75FF9B5-1234-E811-A123-000D3A1F716C%7d&pagetype=entityrecord>	Text, Decimal, Integer, Boolean, DateTime, Collection
Add fields	Displays selections for browsing, selecting, and adding fields (attributes) that you want to store from the retrieved record. Add fields selections Selection Description Filter options () Filters the list of fields using your entered text. / Selects or de-selects a field for adding. Select all Selects all fields. Clear selections De-selects all fields. Cancel Discards field selections and hides the fields available for selection. Add Adds the selected fields.	(n/a)
(added fields)	Stores the value of the indicated attribute (field). Accepts an inserted variable. To add optional fields, click Add field. To remove a field, click (Delete).	(varies)