Delete an Entity from Dynamics CRM

Delete Entity Configuration Screen

Prerequisites

• Create an access token for your Dynamics CRM application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Dynamics CRM tab.
     2. On the Dynamics CRM tab, drag the Delete Entity activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Delete Attachment Configuration screen, click Delete Entity .

Procedure

1. On the Delete Entity Configuration screen, in the Dynamics CRM field, select your Dynamics CRM access token.

   To create a new access token, click Add Token . For more information, refer to New Dynamics CRM Access Token.

2. In the Entity Name list, select your entity.
3. In the Entity ID field, enter the ID for the entity to delete.

RelatedTopics

• Configure General Options for a CRM Activity
• Delete Entity (Dynamics CRM) activity
• Process Data Variables