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Microsoft Dynamics 365 | Integration, Dataverse...
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Need to Delete Account

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Posted on by 5

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Hello,

Account/view "TImelineWallControl" should not exist, but not sure how to delete it from an admin role. In addition some user's default to this rather than "Associate" which it should be.

Thanks!

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Need to Delete Account

    Hi Vivitech11,

    These options list the main forms of the Account entity.

    pastedimage1678418107895v2.png

    You can delete or deactive the form that you don't need:

    pastedimage1678418387702v5.png

    But I would suggest that you can remove the main form from current app you are using, deleting or deactivating it may affect its use in other areas.

    1)Open app designer:

    pastedimage1678418569102v6.png

    2)Remove it from the app:

    pastedimage1678418908391v8.png

    3)Save, Publish and test:

    pastedimage1678419008190v9.png

    pastedimage1678418604060v7.pngpastedimage1678419355972v10.png

    ================================

    You can set default form for the entity through changing form order:

    1)Select “Form Order”, then “Main Form Set”:

    pastedimage1678418152713v3.png

    2)Select a form and use the arrows to change its position in the list. The very first form is considered the “Default” system form. Click OK when finished:

    pastedimage1678418249114v4.png

  • PabloCRP Profile Picture
    PabloCRP 1,088 on at
    RE: Need to Delete Account

    if it was helpful please consider mark it as an Answer :3

  • Vivitech11 Profile Picture
    Vivitech11 5 on at
    RE: Need to Delete Account

    Pablo, worked well, thank you so much!

  • Verified answer
    PabloCRP Profile Picture
    PabloCRP 1,088 on at
    RE: Need to Delete Account

    Hi, Go to Settings:

    -Navigate to the "Settings" option on the left-hand side menu.

    - Select "Customizations" and then "Customize the System" from the options.

    - Select the account entity and display it's "Views"

    - Select "More actions" and deactivate that view.

    regards.

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