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How to identify what Contact is deleting a record?

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Posted on by T1ago

When editing a record, with metadata option to set the value on save, I can set the contact that edited the record. How can the same be done when deleting a record? Doesn't seem to be an option for it, since I need to check via plugin who's doing so.

I need to be able to validate whether the contact deleting a record has permission to do so via plugin.

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Sutherland Microsoft Employee on at

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Hi T1ago,

You could set workflow for contact when 'Record is deleted'. While the plugin ask belongs to Dynamics CRM Customization part. I would recommend to migrate the post in CRM Community: https://community.dynamics.com/crm
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes?view=op-9-1

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Fubar 17 Super User 2026 Season 1 on at

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Rather than deleting directly, either
Deactivate with a field set to indicate it was a delete (basically still doing an update with metadata to still update the Contact performing the operation), and then delete based on the flag.
Create a related record with a lookup to the record to be deleted (and capture the contact in metadata) then on create of that 'helper' record delete the record in the lookup. Whilst not captured against the record being deleted itself you end up with a list of 'helper' records indicating a delete operation occurred and by who.

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T1ago 74 on at

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Hi @Johnnyg ,
Can the contact from Portals be retrieved in the workflow? I can't find a way to get to it

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T1ago 74 on at

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Hi @Fubar ,
The problem here is the delete control can no longer be on the list.
Always have to open the record and edit it, and in this case the only interaction is adding or removing that record, so editing it and set a flag to delete will be a bit lame. But it seems like the only alternative I have.

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oliver.rodrigues 9,482 Most Valuable Professional on at

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@T1ago this is probably what you are looking for: http://oliverrodrigues365.com/2022/05/04/power-apps-portals-identify-portal-user-via-plug-in/

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T1ago 74 on at

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@OliverRodrigues ,
Great, this is the way to do it.

I ended up adding a string field (since it doesn't work directly with the record) to keep the contact guid and pass it when updating the record with a flag like @Fubar had suggested.

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