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 Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores..
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 Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. 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.
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. 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
|Microsoft Dynamics CRM
|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