Deactivate or activate an account or contact
This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. For the Power Apps version of this article, see: Deactivate or activate an account or contact
In Customer Engagement (on-premises), you deactivate an account or contact rather than deleting it. This ensures the integrity of the audit trail associated with that record.
When a deactivated account or contact becomes inactive, it can still be used to establish new relationships with other records. All relationships created with the deactivated item are still available.
Deactivated accounts can subsequently be reactivated should the need arise.
Deactivate an account or contact
Go to Sales > Accounts or Contacts.
Select the active account or contact that you want to deactivate, select Deactivate, and then confirm the deactivation.
Activate an account or contact
Go to Sales > Accounts or Contacts.
To view a deactivated account or contact, in the System Views list, select Inactive Accounts or Inactive Contacts.
Select the inactive accounts or contacts you want to activate, select Activate, and then confirm the activation.
This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Deactivate or activate an account or contact
In Customer Engagement (on-premises), you deactivate an account or contact rather than deleting it. This ensures the integrity of the audit trail associated with that record.
When a deactivated account or contact becomes inactive, it can still be used to establish new relationships with other records. All relationships created with the deactivated item are still available.
Deactivated accounts can subsequently be reactivated should the need arise.
Deactivate an account or contact
Go to Sales > Accounts or Contacts.
Select the active account or contact that you want to deactivate, select Deactivate, and then confirm the deactivation.
Activate an account or contact
Go to Sales > Accounts or Contacts.
To view a deactivated account or contact, in the System Views list, select Inactive Accounts or Inactive Contacts.
Select the inactive accounts or contacts you want to activate, select Activate, and then confirm the activation.
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