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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can I automaticall...
Microsoft Dynamics CRM (Archived)

How can I automatically disqualify leads when the parent account is made inactive

(0) ShareShare
ReportReport
Posted on by Community Member

Hi

When we make accounts inactive in Dynamics, the leads / contacts remain active and we then have to search for these separately and disqualify them out. Is there a workflow / process that we can set up to get this to happen in the background automatically? So that as soon as we change the status of the parent account, the leads / contact become inactive?

Thanks

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello Jess,

    You can't do it with OOB functionality but you can use Workflow Toolkit for that purpose - github.com/.../v1.3.0.0

    What you need is Relationships - Cascade State/Status operation.

  • ashlega Profile Picture
    ashlega 34,477 on at

    Hi,

     out of the box, you can't run workflows on the "child" records, so you'll either need to develop custom code, or you'll need to use existing solutions - there are a couple of example below:

    community.dynamics.com/.../executing-workflows-on-complex-relationships-1-to-many-and-many-to-many

    www.itaintboring.com/.../dynamics-crm-tcs-tools-user-a-workflow-to-update-related-entities

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans