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Delete customer contact information

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Posted on by Lukas Friedl

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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.

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

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RE: Delete customer contact information

HI Lukas,

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

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

2.Click ‘Set Properties’ and clear email.

3.Save and Active it.

4.Test.

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

Regards,

Leah Ju

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RE: Delete customer contact information

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Lukas Friedl 105 on at

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RE: Delete customer contact information

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

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RE: Delete customer contact information

HI Lukas,

Can you provide screenshot about it without any personal information?

Regards,

Leah Ju

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Lukas Friedl 105 on at

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RE: Delete customer contact information

Hi Leah,

screenshot is now enclosed in the origin question.

BR Lukas

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RE: Delete customer contact information

HI Lukas,

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

Regards,

Leah Ju

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CRMJetty 3,512 on at

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RE: Delete customer contact information

Hello,

Please refer below URL, this may help you,

https://community.dynamics.com/crm/b/crmpowerobjects/posts/importing-and-updating-records-in-microsoft-dynamics-crm

You can also refer this link

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/55551/how-to-delete-e-mail-attachments-only/100555

https://ledgeviewpartners.com/blog/how-to-bulk-delete-emails-with-large-attachments-in-microsoft-dynamics-365-crm/

I hope it helps,

Thanks.

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