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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Power Automate flow to...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Power Automate flow to delete attached documents & audit history

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Posted on by Christian K 144

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

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  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Christian K,

    You may use one of these 

    pastedimage1665761025874v1.png

    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/.../

  • Christian K Profile Picture
    Christian K 144 on at

    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.

  • Suggested answer
    Christian K Profile Picture
    Christian K 144 on at

    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

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