Finance | Project Operations, Human Resources, ...

Deleting Customer Records

(0) Share

Report

Posted on by brianmaric

I need to create a function that deletes customer accounts and related data (contacts and addresses).

I tried using delete_from on the customer table but this still leaves the contacts table unaffected (with orphaned records)

I conjecture that perhaps I need to call the delete method on the table which should remove the related records, but I looked the delete actions on the table which do not seem to include contacts and addresses

Not sure the best path to take...perhaps delete using CustCustomerV3Entity entity?

Tanks in advance

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

SouravDam 11,730 on at

Like (0)

Report
Copy link

Link copied!

Hi brianmaric,

Would like to know, you are trying to delete the customer master records in test or production environment?

Deleting master data in Production environment is not advisable as transactions may have already recorded which create impacts in financials.

Again; if this is related to Production system, then better you can set those customer status "On hold" so that no transactions can be posted further.

If this is in test environment and if transactions are already recorded against those master data, then you need to delete those transactions first (if there is no need to maintain transactions in test). Then system will allow you to delete customer master data.

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

Was this reply helpful? Yes No
Suggested answer

Satish Panwar 14,671 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi Brian,

See delete options available through different means.

community.dynamics.com/.../data-deletion-options-in-d365-finance-and-operations

If you are writing this function in D365, based on your customer, first delete all associated contacts and then customer itself.

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi brianmaric,

Why don't you simply put the customer on hold for all transactions then you don't need to spend time thinking about coding (and potentially related problems) or any other kinds of workaround.

Just try to use what we have available in the standard solution ;-)

Best regards,

Ludwig

Was this reply helpful? Yes No
Suggested answer

nmaenpaa 101,166 Moderator on at

Like (0)

Report
Copy link

Link copied!

Contacts and addresses are related to Party, not directly to the customer. If you delete the customer from UI, does it then delete the contacts and addresses? If yes, look at the code that the system runs when customer is deleted via UI.

However if the customer is already used in some transactions, it should not be deleted (and can't be deleted via UI).

Was this reply helpful? Yes No
Suggested answer

Ehab_altammam 150 on at

Like (0)

Report
Copy link

Link copied!

Hi Brianmaric,

the std code to delete the customer is deleleting the party table which will delete the contacts .. see below line from the delete method in the cust table

so would suggest to use the std delete method .

and you can use the validate delete in the table as well to check if there are any transactions ( its checking only the sales table ) .

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 303,669 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

There is a setting in the global address book parameters which manages if an orphaned party record (with related contact details) will be deleted or not. The code highlighted by Ehab is first looking at this parameter.

Was this reply helpful? Yes No
brianmaric on at

Like (0)

Report
Copy link

Link copied!

I tried calling this method. It only deletes the record from the DirPartyTable the contacts and addresses are still there.

Fyi...we are involved in a data migration project. We are not going to use this code in Prod. We are using it in the UAT so that we can clear the data and re-import using our data integration tools.

looks like i need delete the data one table at a time. The default behavior is to hang on to addresses and contacts even though the Customer is deleted.

Was this reply helpful? Yes No