1.Export to Excel and Manual Deletion
Export the Segment: In Dynamics 365, you can run the real-time segment, export the list of contacts to Excel, and use Excel's tools to refine the list based on your criteria.
Identify Contacts: Filter or sort contacts directly in Excel to ensure you’re only selecting contacts that meet your deletion criteria.
Manual Deletion: This step involves re-importing your list as a “Delete” import in Dynamics, or manually deleting records based on the list.
2. Power Automate Workflow
Trigger: Although real-time segments don’t directly integrate with Power Automate, you can use Power Automate to flag contacts based on actions or attributes that align with your segment criteria. Once flagged, Power Automate can identify these flagged contacts and delete them.
Action: Create a workflow to delete flagged contacts on a recurring basis (daily, weekly, etc.) to capture contacts as they meet criteria over time.
3. Custom Plugin
Complex Logic: If you need high specificity or very large scale deletions, consider a custom plugin. You could build this to directly access segment membership data (via custom attributes or flags).
Direct Deletion: The plugin can check your specified criteria periodically, mark eligible contacts, and delete them based on segment membership.
4. Third-Party Tools (e.g., XrmToolBox)
Bulk Operations: XrmToolBox offers plugins like "Bulk Deleter" and "Bulk Workflow Execution" that can help manage and delete contacts based on specific conditions.
Advanced Filtering: You can create a temporary view in Dynamics based on flagged criteria, then use XrmToolBox to apply batch deletions to those contacts.
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