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CRM workflows deleting records

Posted on by Microsoft Employee

Is there an OOB way to delete records using a workflow triggered onupdate, or would this require a 3rd party solution?

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  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: CRM workflows deleting records

    Hi Mackenzie,

    Unfortunately there is no OOB way to do this. You need to either create your own custom workflow activity or you can use the open source Workflow utility.

    This one contains an extensive list of operation which you can do within the workflow including deleting a record with some good instruction on how to use it.

    github.com/.../Dynamics-365-Workflow-Tools

    github.com/.../Delete%20Record.md

    Hope this helps

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM workflows deleting records

    Hi M.Palmer,

    we need more details to know how to help you.

    Please provide an example of the result you want to obtain, like:

    "When i update a contact and the status is X i would like to delete the related parent account."

    Or something else similar to the above line.

    Please let us know.

    If you found the answer helpful, please mark as Verified 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna, ITALY

    Independent Contractor

    http://www.francescopicchi.com

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