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This workflow action will retrieve data from Microsoft Dynamics CRM v4.0 and Microsoft Dynamics CRM 2011. 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
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.