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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Bulk deletion record
Customer experience | Sales, Customer Insights,...
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Bulk deletion record

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Posted on by Chaima 15

Hi community, 

I am struggling to find a unique identifier to use for a bulk deletion process in Dynamics Sales. The scenario is as followed: 

We want to do a bulk deletion for the lost opportunities with the accounts that were created. I want to do this with the bulk record deletion. The works but the problem is, I have also a different flow and field for existing accounts in the lead entity. When the opportunity and accounts get deleted, I don't want the accounts that were already in dynamics before the qualifying stage to get deleted as well. 

Can someone help me with a flow for this? 

Thanks in advance.

  • Suggested answer
    Sayen Zhang Profile Picture
    Sayen Zhang on at
    RE: Bulk deletion record

    Hi Chaima,

    We can directly use bulk record deletion to reserved accounts that were in dynamics before the qualifying stage.

    Here are the steps you can followed:

    1. Go to Power Apps Home Page: https://make.preview.powerapps.com/

    2. Click Tables and select “Opportunity”.

    3. Click Forms, select Opportunity main form.

    pastedimage1681435552484v1.png

    4. Add “Pipeline Phase” column in the form, Pipeline Phase will show the opportunity stage.

    pastedimage1681435565871v2.png

    pastedimage1681435579359v3.png

    5. Save and publish.

    6. Create a bulk record deletion and set filter like these to delete Account and Opportunity:

        1) Account

        pastedimage1681435638602v4.png

            Before qualifying the lead entity which has the existing account, the lead status reason will be new and contacted.

         pastedimage1681435661697v5.png

        pastedimage1681435676370v6.png

        2) Opportunity

        pastedimage1681435690543v7.png

     

    If you have any questions or wants to realize this feature in flow, you can reply to let us know. Thank you!

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

    Best Regards,

    Sayen Zhang

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