web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

How to delete an opportunity in Dynamics 365?

(0) ShareShare
ReportReport
Posted on by 5

I'm usually pretty good uncovering information but can't find an answer to what should be a pretty common scenario: How do I delete (not close) an opportunity? I did an import and it picked up a bunch of blank rows and I need to get rid of them. I don't see a way to delete either a single opportunity record or many opportunities at once.

I have the same question (0)
  • Suggested answer
    meelamri Profile Picture
    13,216 User Group Leader on at
    RE: How to delete an opportunity in Dynamics 365?

    Hi,

    What is your security role? Your role may not have enough privileges to delete an opportunity.

  • Suggested answer
    A.Serie Profile Picture
    61 on at
    RE: How to delete an opportunity in Dynamics 365?

    Depending on your access in Dynamics, you could create a bulk delete job. That would likely be the quickest, and most hands-off way to delete your blank opportunities. It will allow you to create a query, something like 'If Row 'X' does not contain data and Opportunity was Created On Today, (may want to add more conditions so as to not accidentally delete other opportunities that should remain) then pull into the query and delete the record.

  • Suggested answer
    Nya Profile Picture
    29,060 on at
    RE: How to delete an opportunity in Dynamics 365?

    Hi,

    If you cannot find the delete button, please check the security role of the user you used to login.

    Please refer to the following steps:

    1. Open the Settingsmenu  at the top of the page and select Advanced Settings.
    2. The Advanced Settings area opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator. Navigate to SettingsSystem > Security.
    3. Work with the Userssettings here to assign security roles to users. For details, see Create users and assign security roles and Security roles and privileges.

    If the security role does not have the privilege to delete records in Opportunity entity, please contact the System Administrator to grant the privilege to the role or re-assign a role with the delete privilege to the login user.

    Here is the documentation about the Security Roles and Privileges which you can refer to:

    Security roles and privileges - Power Platform | Microsoft Docs

     

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 130

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 118 Super User 2025 Season 2

#3
Erin Lubben Profile Picture

Erin Lubben 57

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans