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Hello forum. First post,just going live with Dynamics 365 for Sales, excited to be here.
I have a question on something that should be quite a simple answer I hope.When a user has created a Connection with an account, how can that connection be removed (if they make a mistake for example, or switch accounts with another person). I don't seem to be able to find where it can be removed.
As per my understanding you just need to remove a connection.
For that, you can simply deactivate or delete the connection from subgrid.
Hope this helps,
Please mark as verified if this was helpful.
Thank you for the response.
The thing is I have no "Delete Connection" option.
And when I mouse over the "Deactivate" it seems to be referencing deactivation of the account, not of the connection.
You have selected a deactivate button in the account form, you should select the it from the subgrid.
Please see the screenshot below.
You might not have delete privilege. That is why the delete button is not visible.
In addition to the way recommended by Nijo, you could disable or delete connections via the advanced find.
1) Open Advanced Find, select Look for for Connections, and set the filter criteria to filter out the connections you want to remove.
2) Click Results to see the connections. Select connections, click Deactive or Delete Connection.
Thank you both for the answers, both work well! And I didn't know you could use the Advanced Find like that, that is a Swiss army knife!
Unfortunately the forum doesn't seem to want to let me log in with the account I created yesterday. So I don't think I can mark either as the answer. I will try again later.
If you are unable to log in with your original forum account, please clear your browser cache and try again.
Thank you, this worked!
Many thanks, that worked. Very cool tha Advanced Find an be used like that.
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