Hi,
I need to create a power automate flow in order to anonymize data of leads and contacts. I am able to change fields but I am having trouble creating two additional steps:
1. I need to delete all documents attached to the lead / contact --> we are using sharepoint integration
2. I need to delete the audit history of the lead / contact as customer data might still be visible there --> I am able to get the table where the audits are stored but I am not able to delete them via transaction id and the delete a row step
Any ideas on how to implement the 2 steps?
Regards
Christian
I was able to solve both points.
1: with Sharepoint and delete file command. It's a bit complicated to get the files
2: only possible after I uploaded a plug in msdyncrmworkflowtools.class.deleterecordaudithirstory. I just created a basic workflow with a condition to run it as needed.
Still surprised that Microsoft "ignores" DSGVO guidelines and does not offer out of the box easy solutions for this
Hi,
thanks for the swift response. I am looking more for a step by step. I know I can use these actions but I cannot get it to work.
Hi Christian K,
You may use one of these
The second is tricky. I will try to share hints for it.
If I answer your question then please mark it as verified.
Let me know if I can provide you with more details.
Thanks
Regards,
Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../
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