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rm
Nintex Newbie

Load CRM Details "Cannot connect to server"

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Hi,

I'm trying to create a record in on a CRM system (CRM 2015 on premise) using the Create CRM record workflow action. I'm pretty sure the server URL and the Organization name are correct but always when I'm trying to load the CRM details I get the message "Cannot connect to server". Is there some configuration on the CRM site to perform to be able to use Nintex CRM connectors?

Thanks

Roman

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Nintex Employee
Nintex Employee

Re: Load CRM Details "Cannot connect to server"

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Hi Roman,

CRM 2015 is not officially supported from the Nintex Workflow CRM actions.  You may need to look at doing web service calls to the CRM web services to do what you need.

cheers,

Vadim

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rm
Nintex Newbie

Re: Load CRM Details "Cannot connect to server"

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Hi Vadim,

Thanks for your answer. I already tried using the CRM webservice:

/XRMServices/2011/Organization.svc?wsdl

The connection is OK but I can't figure out a valid soap body to make a successful call. Does someone ever tried this?

This is what I've sent:

<?xml version="1.0" encoding="utf-8"?>

<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance' xmlns:xsd='http://www.w3.org/2001/XMLSchema'>

  <soap:Body>

  <Create xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>

  <entity xsi:type='contact'>

  <address1_city>Testcity</address1_city>

  <address1_line1>Testaddress</address1_line1>

  <address1_postalcode>12324</address1_postalcode>

  <address1_stateorprovince>Bern</address1_stateorprovince>

  <donotbulkemail>true</donotbulkemail>

  <firstname>Peter</firstname>

  <lastname>Muster</lastname>

  </entity>

  </Create>

  </soap:Body>

</soap:Envelope>

But as answer I get always the webservice definition main page

Thanks for any help

Roman

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rm
Nintex Newbie

Re: Load CRM Details "Cannot connect to server"

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Finally solved this using a web request action. Here is an example:

URL: .../XRMServices/2011/OrganizationData.svc/AccountSet

Method: Post

Content type: application/json; charset=utf-8

Content: {"Name":"Testrequestaccount"}

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Not applicable

Re: Load CRM Details "Cannot connect to server"

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Does your Dynamics CRM environment have have IFD configured?  Every time we try to use the Web Request action it errors out with a message stating the an object has been moved.  If we disable IFD, it works fine. 

Thanks.

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rm
Nintex Newbie

Re: Load CRM Details "Cannot connect to server"

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No our target CRM ist not IFD activated. Would be good to know if anyone can confirm this issue and find a solution.

Thanks

Roman

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