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Select Certain Contacts for Deletion Based Upon Email Addresses RRS feed

  • Question

  • A week ago my boss ran a campaign email.  He sent me a list of the email addresses that bounced in excel.  Is there a way to select only those from the list he sent me from our active contacts so that I can deactivate those all in one stop.  It's a long list and I'm on a very slow computer, so individually going through 1000's of records to find 500 that need deleted is very time consuming.  I want to be able to copy and paste basically all the email addresses and it recognize the preexisting files based upon that and then i mass deactivate the 500 in one step.

    Thanks

    Monday, April 18, 2011 8:26 PM

Answers

  • Hi

    This is what i would suggest. Get a dump of all contacts in CRM in Excel along with thier GUID and Email address.

    Use Vlookup to compare the email address of the contacts and the inactive emails

    Once you have identified the contacts in excel that need to be deleted, filter them and simply set the status in excel

    Import back these contacts (only Guids and inactive status) into CRM

    The contacts would then be inactive in CRM

     

    Hope this helps

    Thanks and Regards

    AniMandal

    http://xrmadventures.wordpress.com/

    • Proposed as answer by AniMandal Monday, April 18, 2011 9:40 PM
    • Marked as answer by Ace Kyle Wednesday, April 27, 2011 1:17 PM
    Monday, April 18, 2011 9:40 PM
  • Hi,

    I'm assuming you're using CRM2011 by suggesting this..

    If you create a custom entity (call it something like 'deletion'), add a lookup to contact and an email address field to it, you could then use the data import tool to import your list of 'Deletions' and automatically link each 'deletion' to the parent contact by matching on email address.

    Then, you could configure a scheduled bulk deletion job to delete all contacts where the 'Deletion (Contact) > contact' contains data. If you don't want to delete the contacts but set them to inactive, you could replace the bulk deletion job with a workflow hung off the 'Deletion' entity, triggered on create and attribute change (contact lookup) that changes the status of the contact to inactive.

    Hope that helps (if you're using 2011!)

    Rob

     

     

     


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    • Marked as answer by Ace Kyle Wednesday, April 27, 2011 1:16 PM
    Monday, April 18, 2011 9:49 PM
    Answerer

All replies

  • Hi

    This is what i would suggest. Get a dump of all contacts in CRM in Excel along with thier GUID and Email address.

    Use Vlookup to compare the email address of the contacts and the inactive emails

    Once you have identified the contacts in excel that need to be deleted, filter them and simply set the status in excel

    Import back these contacts (only Guids and inactive status) into CRM

    The contacts would then be inactive in CRM

     

    Hope this helps

    Thanks and Regards

    AniMandal

    http://xrmadventures.wordpress.com/

    • Proposed as answer by AniMandal Monday, April 18, 2011 9:40 PM
    • Marked as answer by Ace Kyle Wednesday, April 27, 2011 1:17 PM
    Monday, April 18, 2011 9:40 PM
  • Hi,

    I'm assuming you're using CRM2011 by suggesting this..

    If you create a custom entity (call it something like 'deletion'), add a lookup to contact and an email address field to it, you could then use the data import tool to import your list of 'Deletions' and automatically link each 'deletion' to the parent contact by matching on email address.

    Then, you could configure a scheduled bulk deletion job to delete all contacts where the 'Deletion (Contact) > contact' contains data. If you don't want to delete the contacts but set them to inactive, you could replace the bulk deletion job with a workflow hung off the 'Deletion' entity, triggered on create and attribute change (contact lookup) that changes the status of the contact to inactive.

    Hope that helps (if you're using 2011!)

    Rob

     

     

     


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    • Marked as answer by Ace Kyle Wednesday, April 27, 2011 1:16 PM
    Monday, April 18, 2011 9:49 PM
    Answerer