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Nintex Workflow 2010 > Workflow Actions
Create CRM Record

* This topic applies to Nintex Workflow Enterprise Edition only

This workflow action will create a single record in Microsoft Dynamics CRM v4.0 and Microsoft Dynamics CRM 2011 or later. This action does not support connections with Microsoft Dynamics CRM Online. A record can be created for any entity, including custom entities.
 

To use the workflow action:

  • Locate the action in Workflow Actions Toolbox (located on the left hand-side);
    • Click on the Category listings to reveal the actions; OR
    • Search for the action using a keyword.
  • Select the action, drag it onto the design canvas and drop it onto a design pearl.

Alternatively

  • Left-clicking the pearl, mouse-over Insert Action and then the Categories to reveal the actions, click the required action from the list.

To change the settings used by the action:

  • On the action’s title click the down arrow to activate a drop-down
  • Select Configure; OR
  • Double-click the action's icon.

For more information on the other options in the drop-down, please refer to the Getting started with the Nintex Workflow designer.

Options for this action

Dynamics CRM Version

The endpoint version of the Microsoft Dynamics CRM server to connect to.

Server URL

The URL of the CRM server to connect to.

Organization name

The Organization located within CRM. 

Credentials

The credentials used to connect to the CRM server and organization.

Entity

The type of CRM record to be created. 

Store record ID in

Specify a workflow variable in which to store the newly created CRM record ID. This could be used as a reference to the CRM record ID in other steps of the current workflow.

Attributes

Selecting an Entity will load any Required and Business Required attributes. This will then allow the entry of data for the attributes that relate to the entity selected.