Microsoft Dynamics CRM

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 Workflow 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

You can create connections from the Automate or Designer page.

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.