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bulk disable accounts

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Posted on by Tin

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Hell All,

I need to disable 200,000 accounts which is not in use can anyone suggest me how should i have to go?

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Nithya Gopinath 17,078 on at

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RE: bulk disable accounts

Hi Tin,

You can write a workflow for the same and filter the records you need to disable (for example, for unused accounts, filter it by modified date earlier than).

Refer the link below for more details.

https://community.dynamics.com/crm/b/gonzaloruiz/archive/2012/07/03/bulk-activate-deactivate-records-in-crm-2011

Hope this helps.

Thanks

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Community Member on at

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RE: bulk disable accounts

Hello Tin,

You can do this in two ways. Choose the one you find easy :)

OPTION 1:

Use a workflow for bulk deactivation. This is the simplest approach.

Click on "Add step" (choose "check condition" option) and give the condition for filtering your records (near the red arrow mark shown in the image) --> ( IF CONDITION )

Click on "Add step" again for specifying the action to be performed for above condition (choose "change status" option)
Edit it by setting "status" as inactive (as shown in the image)--> (ACTION TO BE PERFORMED)

Save and "Activate" the workflow.

Output : All the records with the specified condition gets deactivated automatically.

OPTION 2:

Create an on-demand work flow (put the action as "status equals inactive"). Activate the workflow

Go to advance find . Give the condition for your query (based on which you will retrieve the records for disabling)

Click on Results. You will get all the records satisfying your condition.

Select all records and click on "Run Workflow" option at the top. Choose the on-demand workflow created.

OUTPUT: The records will be disabled.

Hope this helps :)
Thanks

Please do verify if you find it helpful:)

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TheMarkChristie 10,328 Moderator on at

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RE: bulk disable accounts

Hi Tin

How are you defining the accounts?

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Rutul Chauhan 2 on at

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RE: bulk disable accounts

If your account is not in use , then workflow can not be started on each account unless it is on demand workflow and you run manually.

Even in view, you can select maximum 250 accounts each time to run on demand workflow.

Hence I suggest to query accounts which are require to be deactivated through advance find.

Select all accounts and click on "Deactivate" button. In this process you do not need workflow and still you can query accounts based on filters you applied.

Regards,

Rutul

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PS 23,577 on at

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RE: bulk disable accounts

Hi Tin,

Check my comments in this thread: community.dynamics.com/.../216770

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Goutham A 2 on at

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RE: bulk disable accounts

If you are using onprem and access to Database, they can be easily disabled by running a query with your specific condition (caution required and carefully run by taking backup)

delete from accountbase where <<>your condition>

If online, you have to disable in above said methods or run a batch job.

Batch job :Use CRM SDK and write code to delete required accounts in c# application. Run as windowss batch in non peak application usage hours.

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