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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Remove inactive contacts

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Posted on by 163

Is there a way to 1) Remove inactive contacts and 2) Hide inactive contacts from showing up in search. 

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  • Suggested answer
    Eiken Profile Picture
    Microsoft Employee on at

    Hi,

    Do you mean deleting all inactive contacts?

    To remove all inactive contact, change the view to Inactive contacts and select all, then click delete button.

    pastedimage1675232602881v4.png

    To your second question, the global search already meet your needs.

    The view of the contacts searched by global search is depend on the "Quick Find Active Contact" view, this view doesn't include Inactive contacts.

    pastedimage1675233003670v5.png

    pastedimage1675233086401v7.png

    pastedimage1675233041339v6.png

  • Suggested answer
    Eiken Profile Picture
    Microsoft Employee on at

    Hi,

    Has your problem been solved?

  • Rithanya Profile Picture
    10 on at

    Hello Rachel Ryerson,

    Yes, you can remove inactive contacts and hide them from showing up in search in a CRM system such as Microsoft Dynamics 365.In Microsoft Dynamics 365, you can create a custom view to filter out inactive contacts and then use the "Bulk Delete" function to remove them and You can also use the "Dynamics 365 Customer Engagement" data management tool to create a data deletion job to remove inactive contacts.

  • Suggested answer
    Eiken Profile Picture
    Microsoft Employee on at

    Hi,

    Has your problem been solved?

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