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Delete an entity instance from Dynamics CRM

Use the following procedure to add a Dynamics CRM activity for deleting an entity instance from the Microsoft Dynamics CRM.

  1. Add an activity to the map.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Change the default Name of the activity to something meaningful.
  3. On the Type list, select Microsoft > Dynamics CRM.
  4. On the Dynamics CRM list, select the CRM system.

    All the associated entities of the selected CRM system appear on the Entity list.

  5. On the Action list, select Delete (Default: Create)
  6. On the Entity list, select an entity, such as Account.
  7. To delete an entity instance, specify the unique CRM ID of the instance using either of the following methods:

    • Click and enter the CRM ID of the entity instance in the Instance ID field.

      To retrieve the unique CRM instance ID, open the business unit entity on the CRM website and press Ctrl+N on your keyboard. A new window opens, and the ID appears in the address bar.

    • To provide a dynamic value, on the Instance ID list, select a process or server variable that contains the entity instance CRM ID.

    Once the activity is completed, the mapped variable value is updated with the new entity's unique CRM ID.

  8. Save the process map.

    Once the activity is completed, the specified entity instance is deleted from Dynamics CRM.