Search K
Appearance
D365 Delete Record
Description
The D365 Delete Record node allows you to delete a single record from Microsoft Dynamics 365 / Dataverse.
It connects using a configured service account and removes the specified record either by its unique ID (GUID) or by a record name, depending on what you provide.
This node is typically used to remove outdated, duplicate, or temporary records from Dynamics 365 as part of an automated workflow.
How to Use
When added to a workflow, this node presents a configuration form with the following input fields.
| Field | Type | Description | Required | Visible When |
|---|---|---|---|---|
| ServiceAccount - Microsoft Dynamics 365 | Service Account Picker | Select the Dynamics 365 service account with permissions to delete records. | ✅ | Always |
| Entity Type | Text | The logical name of the entity from which the record will be deleted (e.g. account, contact, lead, or your custom entity name). | ✅ | Always |
| Record Id Or Name | Text | The unique identifier (GUID) or logical name of the record to delete. Examples: - By ID: 8a5fdb6e-2f87-4b91-b3f5-22b985efb21c- By Name: Tentech Pty Ltd | ✅ | Always |
Behavior
- If the Record Id Or Name value is a valid GUID, the node deletes the record directly using its ID.
- If not a valid GUID, the node attempts to delete by record name using the Dataverse lookup API.
- If the record cannot be found, the node fails gracefully with an error message.
Example Configuration
Example 1 – Delete a Record by ID
| Setting | Example Value |
|---|---|
| ServiceAccount - Microsoft Dynamics 365 | DynamicsProdService |
| Entity Type | account |
| Record Id Or Name | 8a5fdb6e-2f87-4b91-b3f5-22b985efb21c |
Result:
The account record with that specific GUID is permanently deleted from Dynamics 365.
Example 2 – Delete a Record by Name
| Setting | Example Value |
|---|---|
| ServiceAccount - Microsoft Dynamics 365 | DynamicsProdService |
| Entity Type | account |
| Record Id Or Name | Tentech Pty Ltd |
Result:
The first record matching the name “Tentech Pty Ltd” in the account entity is deleted.
Outputs
After successful execution, this node returns the following output variables for use by downstream nodes.
| Output Variable | Type | Description |
|---|---|---|
| Deleted Id | Text | The identifier or name of the record that was deleted. |
| Entity Type | Text | The entity type from which the record was deleted. |
Example Workflow Usage
- Use a Search or Data Lookup node to find a record in Dynamics 365.
- Pass its ID or name into this node’s Record Id Or Name input.
- The node deletes the record from Dynamics 365.
- Optionally, follow with a Notification or Log Entry node to record the deletion.
Status Messages
| Status | Description |
|---|---|
| Completed | Record deleted successfully. |
| Fail | Record could not be found, deleted, or the configuration was invalid. |
Error Handling
If the deletion fails, the workflow will stop at this node and log a failure message.
Common causes include:
- Invalid or missing Dynamics 365 service account
- Incorrect entity type name
- Record ID or name does not exist
- Insufficient permissions for the service account
Notes
- Deletions are permanent and cannot be undone. Ensure you have a workflow-level safeguard or pre-check if needed.
- The Dynamics 365 service account must have permission to delete records in the target entity.
- When deleting by name, ensure that the field used is unique within the entity to prevent accidental deletions of the wrong record.
- The node uses the Dataverse REST API and respects all permissions of the connected service account.
Category: Integrations → Microsoft Dynamics 365 Task Name: D365DeleteRecord