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Service | Customer Service, Contact Center, Fie...
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How to delete specific user related all information from CRM after specific duration.

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Posted on by 20

Hi Team,

Customers are using PowerApps portals to access the application.
Provided some licenses(permissions to access portal application data) for certain duration. After ending his license duration need to delete his all related data present in CRM.


Need your help. How should I proceed ahead here?

Let me know if anyone have some workflow steps or process steps which I have to use here.


Thanks,

Vaibhav

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  • Community Member Profile Picture
    on at

    Hi Vaibhav,

    Before a user can use a website, a contact record must be created for that user. so all related records of the user related to the contact record, what you need is delete the contact and related records of the contact.

    As you mentioned, “Let me know if anyone have some workflow steps or process steps which I have to use here”.

    Unfortunately, workflow doesn’t provide any OOB steps to delete records.

    There are three relationship between entities in crm, 1: N and N:1 and N:N, I guess your requirement is to delete all child records of the contact(contact and other entity is 1:N ).

    In fact, Whether a child record is automatically deleted when the parent record is deleted depends on the relationship behavior.

    As long as there are following configuration in relationship behavior will delete all the child records.

    (1) parent behavior type and delete is cascade all.

      pastedimage1615873777883v1.png

    (2) referential behavior type and delete is remove link.

      pastedimage1615873877712v2.png    

    (3)Configurable Cascading and delete is cascade all or remove link

      pastedimage1615874047567v3.png

    For more details, you can refer following link:

    Entity relationship behavior (Developer Guide for Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

    Regards,

    Leah Ju

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

  • Suggested answer
    vikash sharma Profile Picture
    556 on at

    Dear Vaibhav,

    You can definitely delete data-based upon the size you have so many options to start with it 

    • open advance find and delete by entities 
    • go to setting and select system job and create based upon entities 
    • go to Setting and user data and reassign the record to someone else 

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

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