Query CRM

* This topic applies to Nintex Workflow Enterprise Edition only

This workflow action will retrieve data from Microsoft Dynamics CRM v4.0 and Microsoft Dynamics CRM 2011 or later. This action does not support connections with Microsoft Dynamics CRM Online. The action mimics the Advanced Find functionality available in CRM.

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 Organisation located within CRM.

Credentials

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

Attributes To Return

The results returned can either be in XML or individual attributes can be specified and stored in a workflow variable.

Entity

The type of entity to be queried.

Return as

XML: The returned results are structured as XML and all attributes of the primary entity will be returned for each record retrieved.
Variable: Each specified attribute will be returned and can be stored in a workflow variable.

Filters

Where there is

Used to specify/narrow down the records returned for the Primary entity selected.