Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM) platform that is developed by Microsoft. Businesses use Dynamics CRM to build an understanding of its customer relationships. For more information on Microsoft Dynamics CRM, see the company website.

In the context of Nintex Automation Cloud, Microsoft Dynamics CRM is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events..

There are multiple types of Microsoft Dynamics CRM plans that you can use with Nintex Automation Cloud. See the Microsoft Dynamics CRM Pricing Plans for more information.

The Microsoft Dynamics CRM connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. is used to create connections for Microsoft Dynamics CRM start events and actions. Use Microsoft Dynamics CRM actions to create, update, delete, retrieve, and query records in Microsoft Dynamics CRM.

Nintex Automation Cloud supports connections to Microsoft Dynamics CRMCommercial and FedRAMP-compliant Microsoft Dynamics CRMGCC environments. See Microsoft Dynamics CRM below.

Receive method: Polling Periodic checkin method to pass information about an event between Nintex Automation Cloud and the indicated service. The current interval is five minutes. For example, the start event Salesforce - Update record (for account) checks Salesforce for account updates every five minutes. Only the most recent update at the time of polling is captured. NOTE: API usage may be limited by the connector service and current account type. Contact the service to determine API usage limitations.

Create a Microsoft Dynamics CRM connection

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

Create a connection from the connections page or from the action configuration panel when configuring the action. You can use the Microsoft Dynamics CRM connector to create connections to both Microsoft Dynamics CRM Commercial and FedRAMP-compliant Microsoft Dynamics CRM GCC environments.

For information about creating connections and assigning permissions, see Manage connections.

In the Add a new connection section, complete the fields as follows:

In this field	Select or enter the following
Connector	Microsoft Dynamics CRM
Connection	A user-friendly name for your new connection
Microsoft Dynamics CRM Tenant URL	URL for your Microsoft Dynamics CRM tenant. Example: https://acme.crm.dynamics.com