BPM5 Documentation - Delete Specific CRM 2011 Records for a Specific Entity Type

To delete specific CRM 2011 records for a specific entity type, complete the following steps:

Check out and open the process you want to edit.
In the Toolbox pane, click Microsoft CRM 2011. A list of Activities is displayed.
Double-click or drag the Delete CRM 2011 Records into the process.
Link the activity appropriately with other activities in the process.
Right-click the Delete CRM 2011 Records activity. A shortcut menu is displayed.
Click View Properties. The Delete CRM 2011 Records window is displayed.
Click the Resource and Entity tab. The corresponding screen is displayed.
In the CRM System Resource field, click the System Resource editor icon and select the appropriate CRM 2011 system resource.

In the CRM Entity field, select the appropriate input field editor and set the field to a value that is a CRM 2011 activity.

Note:

If you select the CRM 2011 Entity editor, you can directly select the CRM entity that you want to retrieve.
If your system resource contains a data item in the connection string property, click Configuration values and enter a valid connection string for design-time, configuration purposes.

Click the Criteria tab. The corresponding screen is displayed.
Select the Delete Records That Meet the Following Criteria option.
Select the criteria you want to use to delete CRM 2011 records from the following:

Delete records that meet all of the following criteria
Delete records that meet one or more of the following criteria
Delete records that do not meet all of the following criteria
Delete records that do not meet one or more of the following criteria
In the Attribute field, click the CRM 2011 Attribute editor icon. A drop-down list of attributes is displayed.
Select the appropriate attribute. The selected attribute’s name and the corresponding data type are displayed in the respective fields.
In the Operator field, select the relevant operator for the criteria you want to apply.
In the Value field, select the appropriate input field editor and set the field to a value that you want to map to the attribute.

Note:

You can add more mappings by clicking the plus sign (+). Use the minus sign (-) to remove a mapping.
Click OK. You configured the activity to delete specific CRM 2011 records for a specific entity type.

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 2011 Activities > Delete CRM 2011 Records

Last modified at 7/31/2020 11:30 AM

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Delete Specific CRM 2011 Records for a Specific Entity Type