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Suggested answer

Deactivate entity records

Posted on by 30

Hi experts, 

I have an excel sheet with records I wish to deactivate in one of my custom entities. 
is there any way to do that without having to go through the list one by one? 

I’m using dynamics on- prem 

thank you! 

  • Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Super User 2024 Season 1 on at
    RE: Deactivate entity records

    Looks like you're trying to import the excel file which is not exported from Dynamics 365. When you import the file which is not exported, system creates new record. You have to import only the file exported from the system so that system deactivate the existing records, instead of creating new ones.

  • liem Profile Picture
    liem 30 on at
    RE: Deactivate entity records

    Thank you so much!

    It’s seems like when I upload the file with the records I want to deactivate, it only duplicates the record with an inactive status.

    When I create a duplicate detection rule, the record with the updated status just won’t upload…

    would appreciate any insights!

    Thank you

  • Suggested answer
    Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Super User 2024 Season 1 on at
    RE: Deactivate entity records

    Hi liem ,

    Follow the below steps to deactivate the records you're having in the excel.

    1. Export all the custom entity records including unique field (this column data must be present in your excel file as well), Status and Status Reason columns from dynamics environment
    2. Insert new column in the excel file exported form dynamics and VLOOKUP to your excel file to identify the records to be deactivated using unique column
    3. Once you know the records to be deactivated in the exported excel, change those records' Status and Status Reason to 'Inactive' and import back to dynamics

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