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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Deleting Customer Jour...
Customer experience | Sales, Customer Insights,...
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Deleting Customer Journey in Real-Time Marketing

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Posted on by Community Member Microsoft Employee

Hi All,

Does anyone knows how to delete a customer journey in Real-Time Marketing?

I understand that i am losing tracking and behavior data.

Hope anyone can help.

Best Marco

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Deleting Customer Journey in Real-Time Marketing

    Thank you very much, for this solution and your explanation.

    Best regards, Marco

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Deleting Customer Journey in Real-Time Marketing

    Hi Marco,

    all right. Here it is:

    At Start I have 2 Test Journeys here, i want to delete:

    pastedimage1661954073216v7.png

    1. Download XRM Toolbox here: Home  · XrmToolBox Attention: Pls be aware of unblocking it Install XrmToolBox · XrmToolBox
    2. Start XRM Toolbox
    3. Connect with your Environment (on the top left hand side). Use the Wizard and your login credentials.
      pastedimage1661953761052v1.png
    4. Open Tool Libary on the right hand side (Quick action for example)
    5. Search for Bulk Data Updater
      pastedimage1661954162203v1.png
    6. Install it.
    7. Go back to home Screen
    8. Change Tab to Tool
    9. Search for Bulk Data Updater and open it
      pastedimage1661953883832v3.png
    10. Click on open View
    11. Insert "msdynmkt_journey" as entity and you favourite view
      pastedimage1661953921597v4.png
    12. "Include selected records only" (Important or you will delete all records shown)
    13. Select the Records you want to delete
      pastedimage1661953986527v5.png
    14. Go to the "Delete Tab" Click on "Bypass Custom Business Logic"
    15. Klick on Delete
    16. Check
      pastedimage1661954040837v6.png

    Best Regards

    Ferdinand 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Deleting Customer Journey in Real-Time Marketing

    Hi Ferdinand,

    a short how-to should be great.

    Best regards, Marco

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Deleting Customer Journey in Real-Time Marketing

    Hi Marco,

    sadly this is not possible by default but there is a nice Workaround.

    I always have to delete Customer Journey in RTM with XRM Toolbox using Bulk Data Updater.

    If you want to I can write you a short How-to.

    Best Regards


    Ferdinand

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