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Dynamics CRM Quick Start Guide · PDF file 2019-02-06 · Introduction This guide provides information about connecting workflows in Nintex Workflow to your Microsoft Dynamics CRM

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  • Dynamics CRM Quick Start Guide:

    Nintex Workflow 2013

    Last updated Monday, May 11, 2015

  • Legal Notices For the latest information, please see http://en-us.nintex.com/company/legal.

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  • Contents

    Legal Notices i Introduction 1

    Prerequisites 1 List of Dynamics CRM actions 1 Adding Dynamics CRM actions 2

    Using Dynamics CRM actions in workflows 3 Create and configure the sample list 3 Create and configure the sample list workflow 3

    Next Steps 10

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  • Introduction This guide provides information about connecting workflows in Nintex Workflow to your Microsoft Dynamics CRM instance.

    Using Dynamics CRM workflow actions, you can create, update, and delete records in a Microsoft Dynamics CRM instance, as well as either quickly retrieve a single record based on the value of a single field or retrieve multiple records based on more complex filter criteria. Dynamics CRM workflow actions support both standard and custom entit- ies in Microsoft Dynamics CRM.

    Prerequisites

    Note: This guide assumes that you are familiar with the concepts and oper- ation of SharePoint, NintexWorkflow, and Microsoft Dynamics CRM.

    Before you can add Dynamics CRM actions to Nintex Workflow, the following pre- requisites must be satisfied.

    l You must have a Nintex Workflow license that is enabled for Nintex Live. l You must have access to a Microsoft Dynamics CRM instance.

    A Microsoft Dynamics CRM Online trial service can be used for evaluation pur- poses. You can obtain a 30-day Microsoft Dynamics CRM Online trial service from your Office 365 subscription. The following procedure describes how to add a Microsoft Dynamics CRM Online trial service to your Office 365 subscription. To add a Microsoft Dynamics CRM Online trial service to Office 365 1. Using your browser, log into the Office 365 subscription. 2. Go to Admin > Office 365 > purchase services. 3. Navigate to the Microsoft Dynamics CRM Online Trial service, and

    then click Trial. 4. From the Confirm your order page, click try now. 5. From the Order receipt page, click continue.

    List of Dynamics CRM actions The following Dynamics CRM actions are available from the Nintex Live Catalog.

    l Dynamics CRM change user status: Changes the status of a user. l Dynamics CRM create record: Creates a single record for a standard or custom

    entity. l Dynamics CRM create user: Creates a user. l Dynamics CRM delete record: Deletes a single record, given the unique record

    identifier for that record, for a standard or custom entity. l Dynamics CRM query record: Retrieves the record identifiers of multiple records,

    satisfying specified filter criteria, from a standard or custom entity. l Dynamics CRM retrieve record: Retrieves a single record, containing the specified

    value of a single specified field, from a standard or custom entity. l Dynamics CRM update record: Updates a single record, given the unique record

    identifier for that record, for a standard or custom entity. l Dynamics CRM update user: Updates a user.

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  • Adding Dynamics CRM actions Dynamics CRM actions must be added to your Nintex Workflow environment before use. Once added, the workflow actions can then be included in workflows created in Nintex Workflow.

    To add Dynamics CRM actions to Nintex Workflow

    1. Access the Workflow designer. 2. From the ribbon of the NintexWorkflow designer, click Catalog. 3. In the Nintex Live Catalog dialog box, in the search box on the upper right, type

    "Dynamics CRM" and then press ENTER. Dynamics CRM actions are listed. For a list of Dynamics CRM actions, see "List of Dynamics CRM actions" on the previous page.

    Note: You may need to navigate to additional pages to see all of the actions.

    4. For each action listed, click Add. 5. Click Close to close the Nintex Live Catalog dialog box.

    The Dynamics CRM actions are now available in the Nintex Workflow designer, in the Integration category of the Workflow Actions toolbox.

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  • Using Dynamics CRM actions in workflows The following sample list workflow illustrates how Dynamics CRM workflow actions can be used to perform business tasks in Microsoft Dynamics CRM from Nintex Workflow.

    Create and configure the sample list This list workflow example demonstrates how to automatically create a contact, with an associated account and an initial task, whenever a new item is added to a Contacts list.

    To prepare the sample list

    1. In SharePoint, add a new Contacts list to the team site. 2. Add a new single line of text column, named Alternate Contact ID, to the

    Contacts list added in the previous step. This column is used to store the unique record identifier of the corresponding con- tact in Microsoft Dynamics CRM, created by the sample list workflow whenever a contact is created in this list.

    Create and configure the sample list workflow This list workflow example illustrates how to define a Dynamics CRM connection and then use the Dynamics CRM create record and Dynamics CRM update record workflow actions, in concert with other workflow actions and workflow variables, to cre- ate a contact, with an associated account and task, in Microsoft Dynamics CRM whenever a contact is added to the sample list in Office 365.

    The following procedures describe how to create, save, publish, and run the site work- flow example, and assumes that you are starting in the Nintex Workflow designer.

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  • What does it look like?

    The sample list workflow appears in the Workflow designer as follows.

    To create the sample list workflow

    1. Access the Nintex Workflow designer from the Contacts list. 2. From the ribbon of the Nintex Workflow designer, click New, and then click

    Workflow Settings.

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  • 3. In the Workflow Settings dialog box, set property values as follows and then click Save.

    Property name Property value

    Title Add contacts to Dynamics CRM

    Start manually false (cleared check box)

    Start when items are created Yes

    Start when items are modified No

    To create a Dynamics CRM connection

    1. From the ribbon of the Nintex Workflow designer, click Connection Manager. 2. In the Connection Manager dialog box, click New. 3. In the Create Connection dialog box, from the Provider drop-down list, select

    Dynamics CRM. 4. Select the desired scope for this connection.

    User restricts use of the connection to the current user account while Site allows use of the connection across the SharePoint site.

    5. In Server URL, specify the URL of the Microsoft Dynamics CRM instance in which the workflow action should search for the record. The appropriate URL depends on the specifics of your Microsoft Dynamics CRM instance. For example, if you are using a Microsoft Dynamics CRM Online instance in North America, the URL should resemble the following sample URL: https://.crm.dynamics.com

    6. In the toolbar at the top of the Create Connection dialog box, click Save. The conne

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