Delete records

Can I do this task?

1. In any list of records, select the record that you want to delete.

   - OR -

   In any list, select multiple records:

   • Select several records by pressing the CTRL key while you click each record.
   • Select a sequence of records by clicking the first record that you want, and then press the SHIFT key while you select the last record that you want.
   • Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.

   Tip

   By default, the Microsoft Dynamics CRM Online Web application displays 50 records per page. You can increase the number of records displayed and thereby increase the number of records you can select at one time. To display up to a maximum of 250 records per page:

   1. On the Tools menu, click Options.
   2. On the General tab, in the Records Per Page list, select the number of records to display per page.
   3. Click OK.

   This changes the number of items that is displayed for all lists, which may slow response time when you switch record types. Therefore, you might want to set it back to a smaller number when you are done with this bulk action.

2. On the Actions toolbar, click the Delete button .
3. If you are deleting accounts or contacts, you have the option to deactivate To make a record unavailable for updating (read-only) while maintaining the data. This is usually preferable to deleting a record, which removes all data. the record instead of deleting it. In the Delete Confirmation dialog box, to delete the record, click Delete, or to deactivate it, click Deactivate.

   For other record types, in the Confirm Deletion dialog box, click OK.

Notes

• When you delete a record, all its relationships to other records are also deleted.
• If the record has child records Records in a hierarchical relationship with a parent record where a reference to the parent record is stored in the record. One parent record can be related to many child records. Child records have lookup fields in the form to allow them to be related to a parent record., and you have permission to delete the child records, the child records will also be deleted.