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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Delete customer contact information

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Posted on by 105

Hello,

I would like to delete the E-Mail addresses from lots of our customers (because we upload new/correct addresses with a import job)

The customer contact information is stored in the entity DirPartyContactEntity. 

pastedimage1608019047801v2.png

This import job unfortunately only imports and does not update existing addresses. Therefore I would need to delete the existing addresses before the import, to prevent duplicates.

Has anybody some recommendations for me what I could use?

Thanks in advance,

BR Lukas

  • Community Member Profile Picture
    on at

    HI Lukas,

    You can create an on-demand workflow to bulk clear fields automatically.

    1.Go Settings > Process to create a new workflow.

    pastedimage1607680325371v1.png

    2.Click ‘Set Properties’ and clear email.

    pastedimage1607680393190v2.png

    3.Save and Active it.

    4.Test.

    check records you want and expand flow to run the flow you just created.

    pastedimage1607680640419v3.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Community Member Profile Picture
    on at
    [deleted]
  • Lukas Friedl Profile Picture
    105 on at

    Hi Leah,

    I think I should have been more specific. I'm talking about the contact information in D365, in the All customers form.

    BR Lukas

  • Community Member Profile Picture
    on at

    HI Lukas,

    Can you provide screenshot about it without any personal information?

    Regards,

    Leah Ju

  • Lukas Friedl Profile Picture
    105 on at

    Hi Leah,

    screenshot is now enclosed in the origin question.

    BR Lukas

  • Community Member Profile Picture
    on at

    HI Lukas,

    what app you are using? i'm not find the DirPartyContactEntity entity in customer service hub app(CRM).

    Regards,

    Leah Ju

  • Suggested answer
    CRMJetty Profile Picture
    3,514 on at

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