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Hi ma'am/sir,
Good day! May I ask the definitions of Activate and Deactivate Account in D365? What would be the capabilities of one account if it is deactivated?Thank you in advance.
-JeromeE
Hi JeromeE,
You deactivate an account or contact rather than deleting it. This ensures the integrity of the audit trail associated with that record.
When a deactivated account or contact becomes inactive, it cannot be edited. However, it can still be used to establish new relationships with other records. All relationships created with the deactivated item are still available.
Deactivated accounts can subsequently be reactivated should the need arise.
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/deactivate-activate-account-contact
Hi,
As best practice, Sales people to suggest use Deactivate option rather delete a record from CRM. So you time being record will not be in the activate/open list of records and become read only.
If needed in future you can reactivate the same record.
Thanks
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