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

How to delete specific user related all information from CRM after specific duration.

(0) Share

Report

Posted on by Vaibhav S Jadhav

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

All responses (2)

Answers (0)

Suggested answer

vikash sharma 556 on at

Like (0)

Report
RE: How to delete specific user related all information from CRM after specific duration.

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.
Community Member on at

Like (0)

Report

RE: How to delete specific user related all information from CRM after specific duration.

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.

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

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

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.