Dynamics 365: Delete Entity
Description
Use the step to delete one or more Dynamics 365 entity records matching the given criterion.
Configurations
| Field name | Description |
|---|---|
| Step name | Specify a unique name for the step. |
| CONNECTION tab | Connection field |
| Base URL* | Specify the base URL of the Dynamics 365 CRM instance. For example, https://XXXXX.crm8.dynamics.com. The field data type is String. |
| Tenant ID* | Specify Tenant ID to authenticate Dynamics 365 CRM instance. The field data type is String. Note: To create Tenant ID, see the Prerequisites and References sections. |
| Client ID* | Specify Client ID to authenticate Dynamics 365 CRM instance. The field data type is String. Note: To create Client ID, see the Prerequisites and References sections. |
| Client Secret | Note: To create Client Secret, see the Prerequisites and References sections. |
| Accept value as variable/static | Keep the checkbox clear to accept Client Secret value from a field in the previous steps of the stream using a list. Else select the checkbox for Client Secret field to appear as Text box. |
| Client Secret Key* | Provide the Client Secret to authenticate Dynamics 365 CRM instance. Client Secret is entered using a widget. If the checkbox is selected the Client Secret field appears as Text box and accepts static values or variables. Else if the checkbox is clear Client Secret field appears as a list to select fields from previous steps. The field data type is String. Note: To create Client Secret see the Prerequisites and References sections. Test Connection: Click to verify if the connection is established or not. Note: For the purpose of verification fields coming from previous steps are not allowed since field values can only be accessed when workflow is in running state. Static values and environment variables are allowed. |
| INPUT tab: | Input fields |
| Entity Name* | Select the entity name to delete a specific record. The field data type is String. Click Get, if the connection is successfully established it populates the list of fields associated with the Entity Name on the Dynamics 365 CRM instance. |
| Criteria Field* | Enter the value of the respective field to search the record. Specify a query criterion that fetches a unique record or else set 'Delete Multiple Records'=Yes. An invalid query criterion throws a no records found error. |
| Delete Multiple Records | Select either Yes or No. If the specified value is Yes,then multiple records matching the selected criteria is deleted. Default value: No. |
| OUTPUT tab: | Output fields |
| Deleted Record IDs | Specify an output field to hold the holds the IDs of deleted records. The default value is DeletedRecordIDs. The field is mandatory and the data type is String. |
*indicates the field is mandatory.