How to delete a record from Dynamics 365 Sales

Published: Jun 04, 2018
Post Author Written by Ethan Sorenson

SmartConnect makes deleting records from Dynamics 365/CRM simple.

1. create a map with a data source containing all records to be deleted.
2. Map a unique identifier. We generally recommend using an entity lookup as your mapping, and setting the grouping on the lookup.
3. Check the box in the top right “For Delete”

*You cannot do create/update with a delete map. Those will need to use a different map.
**Deleting parent data also deletes child records. i.e. deleting a Sales Order will also Delete the Sales Order Product lines.

Feeling stuck? Get the support and guidance you need to help you power through any data challenge

We're on your integration team. Connect with our people and let us know how we can help you.