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Cannot Delete an Account RRS feed

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    I have an account that is not relevant (not even real) and I would like to delete it. The only thing is has associated with it is an order. This order however has been canceled. CRM tells me I can't delete the account because it has something associated with it. But CRM won't let me delete the order because it is disactivated. Catch-22 -- does anyone know the way out? Thanks!
    Thursday, January 14, 2010 2:38 PM

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    Create an on demand workflow to change the status of the order so you can delete it.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Thursday, January 14, 2010 5:50 PM
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    You'll see the option to 'change status' as one of the workflow operations. Use this, not 'update record' and it should not be too tricky.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Sunday, January 24, 2010 11:06 AM
    • Marked as answer by Michel Ehrlich Sunday, January 24, 2010 11:15 AM
    Sunday, January 24, 2010 11:06 AM

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    It's not suggest to delete any records which have associated any elements. Microsoft suggest to Deactivate not delete.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Thursday, January 14, 2010 2:40 PM
  • Question
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    Create an on demand workflow to change the status of the order so you can delete it.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Thursday, January 14, 2010 5:50 PM
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    Thanks Leon. I just realised I've essentially posted the same question twice (the other one is here: http://social.microsoft.com/Forums/en-US/crm/thread/9dbca8b2-d0d6-4114-a143-32c4743eec41) At that thread, I ask further how to create the workflow -- I'm in the workflow creation dialogue but can't seem to figure it out. Thanks!
    Thursday, January 21, 2010 1:45 PM
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    You'll see the option to 'change status' as one of the workflow operations. Use this, not 'update record' and it should not be too tricky.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Sunday, January 24, 2010 11:06 AM
    • Marked as answer by Michel Ehrlich Sunday, January 24, 2010 11:15 AM
    Sunday, January 24, 2010 11:06 AM
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    Thanks Leon! That did the trick!
    Sunday, January 24, 2010 11:15 AM