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

Deleting a Portal user

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Posted on by 156

Hi,

I want to delete a Portal user that I've been using to test how the portal works. 

I'm selecting the user from the Contacts list, clicking Delete but getting a "The record cannot be deletd because it is associated with another record".

The Show Details doesn't help at all.

How can I ascertain what the "other record" is?

Thanks

Steve

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Steve,

    you can view entity relationships to figure out what type of records can restrict deletions.

    Navigate to Settings > Customizations >Customize the System > Entities > Contact > 1:N relationship to locate any relationships who’s ‘Type of Behaviour’ is equal to ‘Referential, Restrict Delete’.

    pastedimage1638238486276v4.png

    Take a note of the Related Entity of each of those relationships, these are the types of records which could be restricting your ability to delete the record.

    Then you can delete these associated records by using advanced find or the related items menu for the record look through the noted record types.

    Reference Link:Dynamics 365 – The record could not be deleted because of an association | SharePoint & CRM (spandcrm.com)

    Also, you can remove portal user from a portal without deleting the contact record.

    There is an attribute in the Contact record that you can disable the user for login, then you can deactive it:

    pastedimage1638238160746v3.png

  • Suggested answer
    CRMJetty Profile Picture
    3,514 on at

    Hello Steve Pillar,

    pls refer this thread

     https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/205868/the-record-could-not-be-deleted-because-of-an-association-sample-data/801878 

    I hope it helps,

    Thanks.

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

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