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Service | Customer Service, Contact Center, Fie...
Answered

Delete Contacts Using an Excel Sheet / CSV of GUIDS?

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Posted on by 2

So I have a CSV of a 10k Contact GUIDS... I need to use those to delete the entities.

Thoughts on the easiest way to accomplish this? 

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  • jim.corriveau@chesterton.com Profile Picture
    81 on at
    RE: Delete Contacts Using an Excel Sheet / CSV of GUIDS?

    EscapedAnteater,

    You have the guids, import an update, set business phone to "delete me", bulk delete all contacts where business phone = "delete me".

  • Suggested answer
    Shawnsauve Profile Picture
    1,093 on at
    RE: Delete Contacts Using an Excel Sheet / CSV of GUIDS?

    There are a few different ways to delete entities in Dynamics 365 using a CSV file of GUIDs. Here are a couple of options to consider:

    Option 1: Use a third-party tool

    One option is to use a third-party tool, such as the XRM Toolbox. This tool includes a plugin called the "Bulk Data Updater" that allows you to delete entities in bulk using a CSV file of GUIDs. To use this plugin, you'll first need to install the XRM Toolbox and then follow the instructions to connect it to your Dynamics 365 environment. Once you're set up, you can use the Bulk Data Updater plugin to select the entity you want to delete and upload your CSV file of GUIDs. The tool will then delete the specified entities.

    Option 2: Use a custom code or script

    Another option is to write custom code or a script to delete the entities using the Dynamics 365 Web API. You can use a programming language like C# or JavaScript to write a program that reads in the CSV file of GUIDs and uses the Web API to delete each entity. This option requires more technical expertise, but it gives you more control over the process and can be tailored to your specific needs.

    Whichever option you choose, be sure to test the process thoroughly before running it on your production environment to ensure that it works as expected and that you are deleting the correct entities. Additionally, be sure to have a backup of your data in case anything goes wrong during the deletion process.

  • Suggested answer
    EscapedAnteater Profile Picture
    2 on at
    RE: Delete Contacts Using an Excel Sheet / CSV of GUIDS?

    Answering my own post (though the 'import data from excel into a custom table') answer is good too.

    I ended up just putting the excel file as an xlsx into my one drive for business and using the 1driveforbiz connector to look at the excel sheet.

    I did have to turn the data into a "table" In excel though so I could select it with the connector. I also had to turn on pagination on the connector or it wouldn't let me go above 250 rows.

  • EscapedAnteater Profile Picture
    2 on at
    RE: Delete Contacts Using an Excel Sheet / CSV of GUIDS?

    I ended up just putting the excel file as an xlsx into my one drive for business and using the 1driveforbiz connector to look at the excel sheet. 

    I did have to turn the data into a "table" In excel though so I could select it with the connector. I also had to turn on pagination on the connector or it wouldn't let me go above 250 rows. 

  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    RE: Delete Contacts Using an Excel Sheet / CSV of GUIDS?

    Hi Partner,

    You can create one custom table in CRM, then import the CSV file, these contact GUIDs will be stored in the custom table.

    Then you can use automated process to delete these contacts based on imported GUIDS automatically.

    1.Import the file:

    1) Create one custom table

    pastedimage1680491026420v2.png

    2)My example file:

    pastedimage1680491163362v5.png

    3)Import CSV file:

    pastedimage1680491206873v6.png

    pastedimage1680491109946v4.png

    Map GUID column(CSV file) with Name column(custom table):

    pastedimage1680491089572v3.png

    4)Refresh after importing:

    pastedimage1680491398515v7.png

    2.Create one flow to delete contacts automatically:

    1)Trigger:

    pastedimage1680491564604v8.png

    2)List rows

    pastedimage1680491896627v9.png

    3)Delete a row:

    --'Apply to each' step will appear automatically after you populate Row id:

    pastedimage1680492141659v10.png

    4)Save and test:

    pastedimage1680492245025v11.png

    pastedimage1680492314166v12.png

  • Suggested answer
    XM-22040801-0 Profile Picture
    11 on at
    RE: Delete Contacts Using an Excel Sheet / CSV of GUIDS?

    Hello,

    You can do it by using SSIS with KingwaysSoft Dynamics 365. You can run the SSIS package in VS without buy license.

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