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