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CRM 2013 How to delete contacts & drafts

Microsoft Dynamics CRM Forum

Steve4digital asked a question on 10 Sep 2018 9:57 AM

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I would appreciate any help in educating me on how to delete a contact from an opportunity.

Also, how can I delete a draft that I have created?

Thanks

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Rawish Kumar responded on 10 Sep 2018 10:06 AM
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Do you see a delete button on the record or deactivate if you are an admin?

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akhil t responded on 10 Sep 2018 10:55 AM
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Hi Steve,

First and the foremost you should be having delete permissions to delete a record .

Assuming that you have delete rights, if you want to delete the contact from a sub-grid on Opportunity record; upon hovering on a record in the sub-grid a delete button should be visible. If it's a lookup field on opportunity, clicking on the field takes you to the record where in you can see a delete button on the top user controls  bar (or) it could be in the hidden in the more controls button represented as (...).

If you still don't see the delete button, then you do not have rights.

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Steve4digital responded on 16 Sep 2018 11:07 AM

There is no delete button so it must be a permissions issue.

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Steve4digital responded on 16 Sep 2018 11:08 AM

Good information--thanks.

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akhil t responded on 10 Sep 2018 10:55 AM
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Verified Answer

Hi Steve,

First and the foremost you should be having delete permissions to delete a record .

Assuming that you have delete rights, if you want to delete the contact from a sub-grid on Opportunity record; upon hovering on a record in the sub-grid a delete button should be visible. If it's a lookup field on opportunity, clicking on the field takes you to the record where in you can see a delete button on the top user controls  bar (or) it could be in the hidden in the more controls button represented as (...).

If you still don't see the delete button, then you do not have rights.

Reply
Rawish Kumar responded on 10 Sep 2018 10:06 AM
My Badges
Suggested Answer

Do you see a delete button on the record or deactivate if you are an admin?

Reply

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