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Customer experience | Sales, Customer Insights,...
Suggested answer

Cannot delete business rules

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Posted on by 5

Is it possible to delete business rules ? I have tried switching to the classic UI; but the button doesn't do anything (no error message, nothing happens).

pastedimage1597915547666v1.png

On the newer interface, I haven't found any means of deleting a business rule. For now I have deactivated them all, but it's far from ideal since it also prevents me from deleting the fields used in these obsolete business rules.

pastedimage1597915660419v2.png

Any help would be greatly appreciated

  • asddsdsdsdssdsdsdsdsdd Profile Picture
    5 on at
    RE: Cannot delete business rules

    Okay this worked, many thanks !!!

  • Suggested answer
    Bhartendu B Pandey Profile Picture
    on at
    RE: Cannot delete business rules

    Dear ,

     

    I would request you to please check if the business rule is in the " Active/Enabled " . If the rule is "Active/Enabled " then I would request you to please Disable /Deactivate the business rule and then perform the delete .

     

    Please do let me know if you receive any error message when trying to perform the delete .

    Additionally please feel free to go through the below post

    https://www.azamba.com/2018/05/11/how-to-delete-a-business-rule-in-microsoft-dynamics-365-for-sales-crm/

     

    Please mark my answer as verified if you found it helpful. Please let me know if you have any other questions around the above.

     

    Bhartendu Pandey

    Support Engineer - Customer Engagement- Dynamics CRM/PowerApps/Power Automate

    Microsoft

  • Thijs van der Klei Profile Picture
    780 on at
    RE: Cannot delete business rules

    Hi there,

    It should work like this:

    1.) Go to Advanced Settings > Customization > Customization > Customize the system .

    2.) Choose the entity for which you want to delete a rule, then click Business Rules.

    3.) Select the rule and click Delete.

    This works fine in 1710 (9.1.0.21048) wave 2020 2

    Kind regards,

    Thijs van der Klei

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