Delete Multiple Entities (Dynamics CRM) activity

An activity that deletes more than one entity from Dynamics CRM.



Configure the Delete Multiple Entities activity

To configure the Delete Multiple Entities activity, do the procedure in this topic.

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Dynamics CRM Dynamics CRM icon tab.
      2. On the Dynamics CRM Dynamics CRM icon tab, drag the Delete Multiple Entities (Dynamics CRM) Delete Multiple Entities icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a CRM Activity.

  2. Click Delete Multiple Entities Delete Multiple Entities icon.
  3. Complete the fields on the Delete Multiple Entities Configuration screen.

    For more information, refer to Delete More than One Entity from Dynamics CRM.

  4. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the basic information for a CRM activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Connection Timeout (Seconds)

Function:
Specifies the number of seconds permitted to complete an action before the connection stops.
Accepted Values:
An integer that represents a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Delete Multiple Entities Configuration

Specifies the configuration to delete more than one entity in Dynamics CRM.

Screen



Fields

Field Name Definition

Dynamics CRM

Function:
Specifies the access token that connects to your Dynamics CRM application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Add Token Add Token icon

Opens this Screen:
Access Token for Microsoft Dynamics CRM
Function of this Screen:
Configure an access token to connect to Dynamics CRM.

Delete Using

Function:
Specifies how to delete more than one entity.
Accepted Values:
  • Delete Using Entity ID - Specifies an entity ID, or a process data variable that represents an entity ID.
  • Delete Using Where Clause (Query Builder) Where Clause - Specifies the entity name and a SQL WHERE clause to fine and delete the entity.
Default Value:
Delete Using Entity ID
Limitations:

The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

Build Where Clause Build Where Clause icon

Opens this Screen:
Delete Multiple Entities Configuration > WHERE Clause
Function of this Screen:
Configures a SQL WHERE clause to filter the results of a query in Dynamics CRM. It gets only the records that obey the rules in the WHERE clause.

Edit Edit icon

Function:
Lets you change the WHERE clause.

Delete Multiple Entities Configuration > WHERE Clause

Configures a SQL WHERE clause to filter the results of a query in Dynamics CRM. It gets only the records that obey the rules in the WHERE clause.

Screen



Fields

Field Name Definition

Column

Function:
Specifies an entity column to use in your query.
Accepted Values:
A valid entity column shown in the list.
Default Value:
None.

When you select the name of the entity, the list of columns shows in Column field.

Comparer

Function:
Specifies the operator to use in your WHERE clause.
Accepted Values:
  • =
  • >=
  • >
  • <
  • <=
  • !=
  • Like
  • Not in
Default Value:
=

Value

Function:
Specifies the value for the column.
Accepted Values:
A valid column value.
Default Value:
None
Accepts Process Data Variables:
Yes

Add Add icon

Function:
Specifies another expression that can be joined to previous expression using the logical AND or OR operator.
  • AND - Specifies the AND operator.
  • OR - Specifies the OR operator.

Subcondition Subcondition icon

Function:
Creates the statement that is a condition of a parent statement.

Delete Delete icon

Function:
Deletes the selected item.

Back Back icon

Function:
Saves your rule and goes back to the activity configuration screen.