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* This topic applies to Nintex Workflow Enterprise Edition only
This workflow action will update a record in Microsoft Dynamics CRM v4.0 and Microsoft Dynamics CRM 2011. A record can be updated for any entity, including custom entities.
To use the workflow action:
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Locate the action in Workflow Actions Toolbox (located on the left hand-side);
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Click on the Category listings to reveal the actions; OR
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Search for the action using a keyword.
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Select the action, drag it onto the design canvas and drop it onto a design pearl.
Alternatively
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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:
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On the action’s title click the down arrow to activate a drop-down
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Select Configure; OR
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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 updated.
Record to update
Specify the GUID of the CRM record to be updated.
Note: It is recommended that the Query CRM action be used to obtain the GUID of the record and stored in a workflow variable which can then be specified in the Record to update field.
Attributes
Selecting an Entity will load any Required and Business Required attributes. Select the attributes of the record to be updated and specify the updated value in the fields provided.