Dynamics CRM Deactivated Contact Notification Workflow

Many Sales Managers or Sales Account Owners are always looking for ways to save time so they can focus on closing deals. Microsoft Dynamics CRM has some neat and easy workflows that can save your sales team tons of time on simple tasks and also keep your data clean.

For instance when removing the Primary contact on the Account Form in Dynamics CRM when the contact has been deactivated or deleted, the last thing you want is your sales team contacting someone no longer with the account or have them reaching out to incorrect contact. The simple workflow below will keep your sales team informed and not rely on them to edit the account information, it will be done automatically.

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