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sharepointdynamics-crmnintex-workflow

Nintex forms to Dyamics CRM


I've created a Nintex form to capture data on SharePoint, I would like to find out if it is possible to capture data from SharePoint using Nintex forms and populate the into Dynamic CRM entity?.

Thanks you.


Solution

  • Yes you can capture data using Nintex Forms and push that into Dynamics. Since tou have forms, i hope you also have Nintex Workflow which has Dynamics CRM action available to use. This allows you to write to CRM without knowing much about the API structure. Some knowledge of CRM is needed to do this as it would be with anything.

    You can create, update, query and more using the actions. It would pull either from the form or from the SharePoint list, starting the workflow and pushing that into CRM.