Delete a won quote – Microsoft Dynamics CRM Forum Community Forum

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Forum Post: Change the Filter On option on Opportunity Associated View for Account form


As John said, they have both quotes and invoices attached to this account. I have checked the relationship behavior of the relationship between account and quote, and in the Delete action it’s Cascade All, which means if you delete the account, the attached quotes will be deleted as well.

however, I also checked the relationship between account and invoice, while the relationship behavior on the action Delete is Restrict. That’s the reason. It means you should delete the attached invoice before deleting this account.

Now the question is: how to delete a inactive invoice.

Functionally in my opinion it’s not possible.



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