* 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. 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).
To use the workflow action:
Locate the action in Workflow Actions Toolbox (located on the left hand-side);
Select the action, drag it onto the design canvas and drop it onto a design pearl.
Alternatively
To change the settings used by the action:
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
Delete / Disable CRM Record