Delete / Disable CRM Record

* This topic applies to Nintex Workflow Enterprise Edition only

This workflow action will delete or disable a record of an entity in Microsoft Dynamics CRM v4.0 and Microsoft Dynamics CRM 2011 or later. This action does not support connections with Microsoft Dynamics CRM Online. A record can be deleted or disabled for any entity, including custom entities.

To use the workflow action:

Locate the action in Workflow Actions Toolbox (located on the left hand-side);

Click on the Category listings to reveal the actions; OR
Search for the action using a keyword.

Select the action, drag it onto the design canvas and drop it onto a design pearl.

Alternatively

Left-clicking the pearl, mouse-over Insert Action and then the Categories to reveal the actions, click the required action from the list.

To change the settings used by the action:

On the action’s title click the down arrow to activate a drop-down
Select Configure; OR
Double-click the action's icon.

For more information on the other options in the drop-down, please refer to the Getting started with the Nintex Workflow designer.

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