Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 general forum
Suggested answer

Remove inactive contacts

Posted on by 161

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

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Remove inactive contacts

    Hi,

    Has your problem been solved?

  • Rithanya Profile Picture
    Rithanya 10 on at
    RE: Remove inactive contacts

    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
    Eiken on at
    RE: Remove inactive contacts

    Hi,

    Has your problem been solved?

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Remove inactive contacts

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,558 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,645 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans