Mass delete all main accounts in a specified COA

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Posted on by E. R.

739

Dears,

Please note that i imported wrong accounts into a specified COA but unfortunately i am not able to mass delete all accounts, only one by one is available.

Kindly advise if someone faced this issue using D365 and can help.

regards,

Elias

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Ludwig Reinhard Microsoft Employee on at

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Hi Elias,

Have to tried making use of the Excel Addin which allows you adding new and deleting existing accounts. I believe this is the fastest way to achieve what you want.

Best regards,

Ludwig

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Sten Baumgarten 12 on at

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Hi Elias

Try to select:

1. Organization administration > Setup > Office intergration > Excel workbook designer

2. Select entity "MainAccount"

3. Select all available fields

4. Create workbook

5. Download

6. Open Excel

7. Delete the wrong main accounts

8. Publish

This process should be able to delete main accounts that are not selected in a configuration.

Kind regards

Sten

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E. R. 739 on at

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Dear Sten,

Please note that i am facing the following error when trying to download the workbook as per your above instructions. "could not upload to the storage location unable to connect to the remote server"

kindly advise.

regards,

Elie

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E. R. 739 on at

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Dear Ludwig,

Excel add-in is not appearing when trying to open microsoft Excel file. and I already have a demo environment which D365 is already installed.

Please advise.

Elie

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Ludwig Reinhard Microsoft Employee on at

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Hi Elie,

Can you see the D365 Excel Addin when you export your data to Excel?

Something like this here?

Best regards,

Ludwig

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