Delete / Disable CRM record
Enterprise Edition for Nintex Workflow Subscription Editionis required for this feature.
Deletes or disables a record of an entity in Microsoft Dynamics CRM. A record can be deleted or disabled for any entity, including custom entities.
Supports Microsoft Dynamics CRM v4.0, 2011, 2013, 2015, and 2016 (up to version 8.2).
Options for this action
Dynamics CRM Version
The endpoint version of the Microsoft Dynamics CRM server to connect to.
Server URL
The URL of the CRM server to connect to.
Organization name
The Organization located within CRM.
Credentials
The credentials used to connect to the CRM server and organization.
Action
- Delete: Permanently remove the selected record.
- Disable: Maintains the record but sets the status to hide it from the active views.
Entity
The type of CRM record to be deleted/disabled.
Record to delete
Specify the GUID of the CRM record to be deleted/disabled.
Note: It is recommended that the Query CRM action be used to obtain the GUID of the record and stored in a workflow variable which can then be specified in the Record to delete field.