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Customer experience | Sales, Customer Insights,...
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Delete or not

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Posted on by 12
Our CRM environment now contains almost 9,000 contacts who have had the inactive status for a year or more. We really feel the need to delete those records, especially because we hope to create free storage space. We are very curious, does it provide significant writing space, would you remove them, what are the risks?
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  • Verified answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    Since the contact entity is associated with many entities.
    Deleting a contact record also deletes the records of some related entities. For example, social profiles, opportunities, activities, and cases.
     
    This thread raises a similar issue, and you can refer to the replies therein.
  • HansHelsloot Profile Picture
    12 on at
    Hi Dengliang Li

    Thank you for your response, it has already helped me. I then read the article you referred to and it all provides enough insight. I will discuss it with our data manager.

    Best regards,
    Hans Helsloot

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