Delete an Attachment from a Dynamics CRM Entity

Delete Attachment Configuration Screen

Prerequisites

• Create an access token for your Dynamics CRM application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Dynamics CRM tab.
     2. On the Dynamics CRM tab, drag the Delete Attachment activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Delete Attachment Configuration screen, click Delete Attachment .

Procedure

1. On the Delete Attachment Configuration screen, in the Dynamics CRM field, select your Dynamics CRM access token.

   To create a new access token, click Add Token . For more information, refer to New Dynamics CRM Access Token.

2. In the Entity Name list, select your entity.
3. Complete this field as necessary

   Field Name	Definition
   Entity ID	Function: Specifies the Dynamics CRM entity ID. Accepted Values: A valid Dynamics CRM entity ID. Default Value: None Accepts Process Data Variables: Yes

4. (Optional) To remove the notes about the attachment from the entity, in the Remove Notes list, select True.

RelatedTopics

• Configure General Options for a CRM Activity
• Delete Attachment (Dynamics CRM) activity
• Process Data Variables