---
sourceDocument: Brazil Enable AI
sourceDocumentLink: https://www.servicenow.com/docs/r/intelligent-experiences

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# Microsoft Dynamics CRM record management AI agent

# Microsoft Dynamics CRM record management AI agent {#ariaid-title1}

Release version: Brazil  
Updated September 30, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
This AI agent works with records in Microsoft Dynamics CRM. It looks up records by ID or search query, retrieves entity primary attributes and logical names, and deletes records.

## Workflow {#inth-ms-dyncrm-microsoft-dynamics-crm-record-management-ai-agent__tlofnjtvsvor}

The agent helps the user find and remove records in Microsoft Dynamics CRM.

1. Ask the user what they want to do and collect the details the action needs, such as the entity and record ID.
2. Look up an entity's primary attributes and logical name.
3. Look up a record by record ID or by search query.
4. Look up records on instances earlier than the Paris release.
5. Delete a record.
6. Report the outcome to the user, including details of any error.
{#inth-ms-dyncrm-microsoft-dynamics-crm-record-management-ai-agent__ol_pep_zma_cvn}  
{#inth-ms-dyncrm-microsoft-dynamics-crm-record-management-ai-agent__tlofnjtvsvor__entry__2}

| Field | Description |
|-|-|
| Allow third party to access this AI agent | When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the External discoverable field. |
| Allow AI specialists to access this AI agent | When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the Specialist enabled field. |
| Manage long-term memory | When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see [ServiceNow Otto AI agents reference](https://www.servicenow.com/docs/sa1bdHN6FqAGJmyqCFbo6w "Find more information about user roles, tables, and the different properties that are installed in ServiceNow Otto AI agents."). |
| Tools | Flow Actions :   Delete Record :   Look up Primary Attributes and Logical Name :   Look up Record by Record ID :   Look up Record by Search Query :   Look up Records (Before Paris Version) |
| Allowed user roles The specific user roles that can access this AI agent. | snc_internal |
| Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | snc_internal |
| Triggers | Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://www.servicenow.com/docs/TTPcY_6jqFaCPLWj8oH1fQ "In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met."). |
| Channels | Configure an assistant for Virtual Agent or ServiceNow Otto panel using [Assistant Designer](https://www.servicenow.com/docs/access?context=configure-now-assist-va&version=brazil&pubname=brazil-conversational-interfaces&ft:locale=en-US). |
| Used in agentic workflows | Not applicable. |
[Table 1. Configuration]

**Related topics**   

* [Microsoft Dynamics CRM Spoke](https://www.servicenow.com/docs/access?context=microsoft-dynamics-crm-spoke&version=brazil&pubname=brazil-integrate-applications&ft:locale=en-US)
* [Integration Hub spokes](https://www.servicenow.com/docs/access?context=spokes-list&version=brazil&pubname=brazil-integrate-applications&ft:locale=en-US)