Delete Field Data Via Workflow in Dynamics CRM

Mass edit is a great feature in CRM. You can run an Advanced Find to query for a list of potential records to update and edit on the fly. The only problem with this arises when you want to delete data. Unfortunately, the mass edit is additive, so any edits will be to add data, not remove.

Slalom Consultant Xavier Vargas

Slalom Consultant Xavier Vargas has worked with Enterprise CRM customers in numerous verticals. Based in Dallas, He has also delivered training engagements as an MCT (Microsoft Certified Trainer).

Enter the workflow. Through the use of a simple workflow, we can go in and selectively delete field data.

Create a new workflow that is run on-demand. In the workflow, add one step to update record. Within the properties, highlight the field you’d like to clear, then select the “Clear” value from the dropdown on the right.

Highlight field

SELECT CLEAR ON THE RIGHT

Select 'Clear'

THIS IS WHAT THE FIELD NOW LOOKS LIKE

The finished workflow should look like this:

Finished workflow

THE FINISHED WORKFLOW

Go ahead and publish and run your Advanced Find to get the records you want updated. Once you pull up the query you can manually kick off this workflow and it will clear out all data in the field you specified in the workflow.

Clear out data specified in workflow

IN YOUR QUERY RESULTS, RUN YOUR WORKFLOW

Happy CRMing!

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About Xavier Vargas
Slalom Consultant Xavier Vargas has worked with Enterprise CRM customers in numerous verticals. Based in Dallas, He has also delivered training engagements as an MCT (Microsoft Certified Trainer).

One Response to Delete Field Data Via Workflow in Dynamics CRM

  1. koolzone24 says:

    Online CRM will be best choice for small businesses

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