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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Deactivate Contacts ba...
Microsoft Dynamics CRM (Archived)

Deactivate Contacts based on Account

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Posted on by opticshrew 145

Hi all,

I'm using a portal to display some content from our Dynamics instance. Our customers access content using the contacts in Dynamics. If a customer leaves us we want to disable the account and all linked contacts.

Is this possible using a workflow?

I know it can be done manually but we want it automated.

Thanks,
J

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I have the same question (0)
  • Suggested answer
    T.I.A Profile Picture
    T.I.A 1,760 on at

    Hi. You could either have a custom status (for the customer leaving) that triggers a custom workflow activity to run, change the account to inactive and finds all related contacts and also makes them inactive. Or just have it run on the deactivation of the record

  • opticshrew Profile Picture
    opticshrew 145 on at

    Hi,

    Something along these lines:

    community.dynamics.com/.../how-to-cascade-activate-deactivate-setstate-in-crm

    I assume this can be achieved without the need for a third party solution?

    Thanks,

    J

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    You either can write your own custom workflow or plugin, else use the third party( there is a risk).

    trigger the workflow or plugin when status changed, then query all those related contacts, and deactivate them.

  • opticshrew Profile Picture
    opticshrew 145 on at

    Hi,

    I think custom workflow is the answer, for now though we just have a grid on the accounts form where someone can manually deactivate them by selecting multiple (Bulk Deactivate).

    The workflow will be used in a next step.

    Thanks,

    J

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