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Microsoft Dynamics CRM (Archived)

How to un decease a contact

Posted on by 184

When we decease contacts in CRM it puts the record into an inactive ready only state. 

Is there a way to undo this, if for example it was made deceased by user error.

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  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How to un decease a contact

    Hi,

    As you have custom implementation, I am afraid you will find any documentation. You might need to extend the same logic (which deactivated) in such a way that when teh record is re-activated, it shoudl also re-activate the related record.

    Hope this helps.

  • r4vvm Profile Picture
    r4vvm 184 on at
    RE: How to un decease a contact

    is there any how to guides to see how i can do this?

  • Suggested answer
    Pawar Pravin  Profile Picture
    Pawar Pravin 5,227 on at
    RE: How to un decease a contact

    Hi,

    Suppose to be you need to implement some backend custom logic inside button (plugin/custom wf) while reactivating record.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to un decease a contact

    Hi,

    in this case , you have to manually set it for all related item. Because your logic doesnt cover, this is a good start where you can propose to add in extra logic

  • r4vvm Profile Picture
    r4vvm 184 on at
    RE: How to un decease a contact

    Thanks - but we have logic that when you mark as deceased it inactivates the membership plan on the record so when you click activate to does not put things back to the normal state 

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How to un decease a contact

    Hi,

    You can simply click "Activate" from the top menu to reactivate the record.

    Hope this helps.

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: How to un decease a contact

    You can do Advanced find to get both active/inactive records & Activate the record again.

    In adv find, Select entity & choose fields firstname contains “joe”, then status equals “Inactive”. Run the query to see the results.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: How to un decease a contact

    Hi r4vvm,

    It sounds like you have deactivated contact records and want to reactivate them. To view the deactivated contacts, navigate to the System Views list and select the Inactive Contacts view. Select the inactive contacts you want to activate, click or tap Activate, and then confirm the activation.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to un decease a contact

    Hi,

    You can activate the contact by clicking activate button.

  • Suggested answer
    Flydancer Profile Picture
    Flydancer 1,332 on at
    RE: How to un decease a contact

    Some entities like contacts can be reactivated through the ribbon.

    For the ones that don't have the activate button the easiest way is to build a on-demand-workflow which changes the status back to active

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