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Create Dynamics 365 Sales-Connected Nintex Workflows

Use CData Connect Cloud to connect to Dynamics 365 Sales from Nintex Workflow Cloud and build custom workflows using live Dynamics 365 Sales data.

Nintex Workflow Cloud is a cloud-based platform where you can design workflows to automate simple or complex processes using drag-and-drop interactions — without writing any code. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Dynamics 365 Sales data for business applications. This article shows how to create a virtual database for Dynamics 365 Sales in Connect Cloud and build a simple workflow from Dynamics 365 Sales data in Nintex.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Dynamics 365 Sales, allowing you to build workflows from live Dynamics 365 Sales data in Nintex Workflow Cloud — without replicating the data to a natively supported database. Nintex allows you to access data directly using SQL queries. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Dynamics 365 Sales, leveraging server-side processing to quickly return the requested Dynamics 365 Sales data.

Create a Virtual MySQL Database for Dynamics 365 Sales Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Connect Cloud and click Databases.
  2. Select "Dynamics 365 Sales" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Dynamics 365 Sales. Dynamics 365 uses the OAuth authentication standard. See the Getting Started section in the help documentation for a guide to completing the process.
  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Dynamics 365 Sales data from Nintex.

Connect to Dynamics 365 Sales in Nintex

The steps below outline creating a new connection for access to Dynamics 365 Sales CData Connect Cloud from Nintex to create a new Dynamics 365 Sales data source.

  1. Log into Nintex Workflow Cloud
  2. In the Connections tab, click "Add new"
  3. Select MySQL as the connector and click "Connect"
  4. In the MySQL connection wizard, set the following properties:
    • Connection Name: name the connection (e.g., CData Connect Cloud Dynamics 365 Sales Connection)
    • Username: your Connect Cloud username
    • Password: your Connect Cloud password
    • Database Host: your Connect Cloud MySQL endpoint (e.g., myinstance.cdatacloud.net)
    • Database Name: the virtual Dynamics 365 Sales database (e.g., D365Sales1)
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions"

Create a Simple Dynamics 365 Sales Workflow

With the connection to CData Connect Cloud configured, we are ready to build a simple workflow to access Dynamics 365 Sales data. Start by clicking the "Create workflow" button.

Configure the Start Event Action

  1. Click the start event task and select the "Form" event
  2. Click "Design form"
  3. Drag a "Text - Long" element onto the Form and click the element to configure it
    • Set "Title" to "Enter SQL query"
    • Set "Required" to true
  4. Drag a "Text - Short" element onto the Form and click the element to configure it
    • Set "Title" to "Enter desired result column"
    • Set "Required" to true

Configure an "Execute a Query" Action

  1. Add an "Execute a query" action after the "Start event: Form" action and click to configure the action
  2. Set "SQL Script" to the "Enter SQL Query" variable from the "Start event" action
  3. Set "Column to retrieve" to the "Enter desired result column" variable from the "Start event" action
  4. Set "Retrieved column" to a new variable (e.g., "values")

Configure a "Send an Email" Action

  1. Add a "Send an email" action after the "Execute a query" action and click to configure the action
  2. Set the "Recipient email address"
  3. Set the "Subject"
  4. Set the "Message body" to the variable created for the retrieved column

Once you configure the actions, click "Save," name the Workflow, and click "Save" again. You now have a simple workflow that will query Dynamics 365 Sales using SQL and send an email with the results.

To learn more about SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, check out the CData Connect Cloud. Sign up for a free trial and reach out to our Support Team if you have any questions.