• Michael Intravartolo

Deleting an Existing Item in Dynamics 365 for Financials - Project Madeira



Transcripts

0:02 in this session we're going to walk through the process of deleting an

0:15 existing item from the home page click on items

0:22 this will open a list of all existing items in the system to delete an item

0:29 click on the item to be deleted and on the ribbon select delete a message will

0:39 pop up asking you to confirm if you'd like to delete this item select note and

0:43 to skip the deletion select Yes to confirm the deletion

0:48 at this point the item has been successfully deleted from the system

0:54 there are validations that are run to ensure that not every item can

1:01 necessarily be deleted

1:03 for example if I attempt to delete the conference table

1:08 repeat the same process click on delete select yes

1:14 in this case notice i get a warning

1:18 an error you cannot delete this item because they're at least one outstanding

1:22 sales quote that includes this item

1:25 so in this case because there is an open sales document

1:30 I'm not able to delete the item i click revert the change

1:36 yeah

1:44 yeah


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