Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

CRM 2013 How to delete contacts & drafts

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

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

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM 2013 How to delete contacts & drafts

    Good information--thanks.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM 2013 How to delete contacts & drafts

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

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM 2013 How to delete contacts & drafts

    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.

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: CRM 2013 How to delete contacts & drafts

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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,399 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans