Workflow to clear related records?

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Posted on by GBarkin

Is there a way to use a Process / Workflow to remove all related records from a table? Specifically, I want to clear all the Members (they are Leads) from a Marketing List as part of a process. I don't want to delete the Leads, just remove them from the Marketing List.

We have a third party solution that syncs Marketing Lists for bulk email operations. We'd like to be able to select one or more Leads and add them to that list (easy), but also clear out any older, existing members.

If I can't do this via a process, what is the jscript approach to doing this?

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LuHao 40,872 on at

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RE: Workflow to clear related records?

Hi GBarkin,

So you still want to achieve it through flow? Or accept the function of the "Manage Members" button in the answers above?

If you have found the answer, don’t forget to click Yes under "Did this answer your question?" to close this thread.

Thanks.
GBarkin 74 on at

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RE: Workflow to clear related records?

"Workflow does not have the function of searching records, we will have to use Power Automate (flow) to achieve it."

That's what I figured. Thanks.
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LuHao 40,872 on at

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RE: Workflow to clear related records?

Hi GBarkin ,

As mentioned in the answers above, the easiest and fastest way is through Manage Members > Remove using Advanced Find in the command bar, then click Find and Remove all.

If you want to use workflow or flow to achieve, then this will be more troublesome.

First of all, Lead and Marketing List have an N:N relationship, and they are connected through the listmember entity.

If you want to remove all the leads form the current Marketing List, then we need to search out the listmember records related to the current Marketing List record first, and then delete these listmember records.

Workflow does not have the function of searching records, we will have to use Power Automate (flow) to achieve it.

So, the easiest way to quickly remove all members is by Remove using Advanced Find within D365.
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Workflow to clear related records?

Hi,

As suggested you can achieve your requirement with Manage Member ->Remove using Advanced find ribbon button.

This will work if Marketing list type is Static.

Please mark my answer verified if i were helpful
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Pankaj Gogoi 3,177 on at

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RE: Workflow to clear related records?

Hi,

I think you can use the Manage Members ribbon button on Marketing list if the list is not locked.

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-marketing-list-using-app-marketing-sales

Best Regards

PG