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Delete a recreate a lead

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Posted on by CU29070513-2

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I can we delete a lead and create the exact one again in dynamics 365 sales?

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Leah Ju Microsoft Employee on at

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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?
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Leah Ju Microsoft Employee on at

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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).

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/security-roles-privileges?view=op-9-1

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

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