D365 Finance & Operations and Dynamics AX Forum

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Deleting Customers

  • 1.  Deleting Customers

    GOLD CONTRIBUTOR
    Posted Apr 02, 2020 12:38 PM
    Recently one of our customer accounts was deleted in error.  I am curious is there is an easy way to eliminate the ability to delete any customer account, specifically one's with transactions.

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    Michelle Jones
    Staff Accountant
    Redneck Trailer Supplies
    Springfield MO
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Deleting Customers

    TOP CONTRIBUTOR
    Posted Apr 02, 2020 04:39 PM
    Michelle,

    There isn't any OOTB parameter that I've seen in play that would prevent this.

    You'll most likely need to evaluate their security roles and determine if they should have the 'delete' menu item removed.

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    Ian Gorman, PMP, MCSE
    Senior Consultant
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Deleting Customers

    D365UG/AXUG ALL STAR
    Posted Apr 03, 2020 06:44 AM
    You can remove delete from the security role. but you should create a role that does allow delete and then assign that to maybe the accounts receivable or controller accounts, so that it is still available without having to be a sysadmin. this would be the correct way to handle this

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    Paul Martin
    Production Program Manager
    Elite Comfort Solutions, LLC
    Rutherfordton NC
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Deleting Customers

    MICROSOFT MVP
    Posted Apr 03, 2020 09:03 AM
    Like others have mentioned, proper security is the best way to handle this.

    For D365FO, you would be looking at removing DELETE access to the CustTableListPage menu item display. If you really want to make sure they do not delete a customer you could place the DENY DELETE permission on the actual CustTable itself.

    For AX 2012, you would want to be sure that the DELETE permission is not assigned to any of the following:
    - CustTable menu item display
    - CustTableListPage menu item display
    - CustTable table

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    Alex Meyer
    Director of Dynamics AX/365 for Finance & Operations Development
    Fastpath
    Des Moines, IA
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Deleting Customers

    TOP CONTRIBUTOR
    Posted Apr 03, 2020 11:40 AM
    You did not write what version you're on, but in D365 and in recent versions I remember it is not possible, out of the box, to delete a customer when transactions exist.

    Is it possible you have customized that area to enable deletion?

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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    Academy - Online Interactive Learning from Experts


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