Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Answered

Delete a recreate a lead

(0) ShareShare
ReportReport
Posted on by 3
I can we delete a lead and create the exact one again in dynamics 365 sales? 
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Delete a recreate a lead
    Hi Partner,
    Has the issue been resolved?
    Have there been any updates? Please feel free to ask me any questions you may have!
    If it has been resolved, can you mark the response as an answer?
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Delete a recreate a lead
    Hi Partner,
    Of course.
    In the Lead form and view, you can see 'New' and 'Delete' buttons on the ribbon.
    One caveat: you need to make sure you have permission to operate on the lead entity.
    --The 'Check Access' button help you check your privileges on the current entity(lead):
    1)If you want to create leads, you must have 'user' level privilege at least:
    2)Deleting leads:
    The "User" level of permissions can delete leads created by yourself;
    Higher level permissions can delete leads created by others.
    If you need to change your permissions, you can edit the permissions on a security role and make sure that the security role is assigned to a certain user (you).

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans