Microsoft Dynamics CRM - Delete a record

The Microsoft Dynamics CRM - Delete a record action A tool for building the processes, logic, and direction within workflows. deletes a specified record in Microsoft Dynamics CRM.

For more information about Microsoft Dynamics CRM, go to Microsoft Dynamics CRM.

Before you begin: 

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Configure the Microsoft Dynamics CRM - Delete a record action

Caution: If you update or delete a record, any workflows that use that record may not start or may fail. Make sure you keep the records in your workflow configurations up to date.

  1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

  1. Select a Connection. If you do not have a connection, see Add a connection.

  2. Select the Entity name of the record you want to delete.

    Note: You must select the entity where the record exists or the workflow will fail.

  3. Enter the Record ID.

Microsoft Dynamics CRM - Delete a record action fields, buttons, and settings

Field

Description

Variable types

Connection Credentials and other settings required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.

The Microsoft Dynamics CRM connection to use for accessing the record to delete.

(n/a)

Entity name

The entity of the record you want to delete. Accepts a selection from the drop-down list. Options in the drop-down list are derived from the selected Microsoft Dynamics CRMconnection.

(n/a)

Record ID

The ID of the record you want to delete. Accepts any combination of typed text and inserted variables.

    There are multiple ways to find the unique ID of a record.

    • In Nintex Automation Cloud, you can use the variable that holds the record ID as specified in Microsoft Dynamics CRM - Create a record.
    • You can find the record ID from the URL to the record, which is indicated as follows: id=%7b<Record ID>%7d. For example, the record ID in the following link is highlighted below:

      https://<yourdomain>.crm.dynamics.com/main.aspx?app=d365default&etc=1&extraqs=formid%3dcd123456-abc1-234d-567e-db890e685af&id=%7bE75FF9B5-1234-E811-A123-000D3A1F716C%7d&pagetype=entityrecord>

Boolean, Collection, DateTime, Decimal, Integer, Text