Deleting a Subscription in Work 365

Applies to: Work 365, Dynamics 365
Audience: Administrators, Billing Teams

Overview

Managing customer subscriptions is a routine task in Work 365. Occasionally, it becomes necessary to delete a subscription due to customer changes or data management requirements. This guide provides a step-by-step process to safely delete a subscription within the Work 365 application.

Important Considerations

? Data Integrity: Deleting a subscription is a permanent action that cannot be undone. Ensure this action is absolutely necessary before proceeding.

? Financial Records: Review any associated financial records (e.g., invoices, billing histories) to determine if they will be affected by the deletion.

Procedure:

1. Access the Work 365 Application

✅ Log in to your Dynamics 365 environment.
✅ Navigate to the Work 365 app from the app selector.

2. Locate the Subscription

✅ In the left-hand navigation pane, select Subscriptions.
✅ Use the search bar or filters to find the specific subscription you intend to delete.

3. Open the Subscription Record

✅ Click on the subscription name to open its detailed record.

4. Review Subscription Details

✅ Before deletion, review the subscription details to confirm that you have selected the correct record.

5. Delete the Subscription

✅ On the command bar, click the Delete button.
✅ A confirmation dialog will appear. Read the warning message carefully.
✅ If you are certain about deleting the subscription, click Delete to confirm.

6. Verify Deletion

✅ After deletion, the subscription record will no longer appear in the Subscriptions list.
✅ To ensure the deletion was successful, attempt to search for the subscription. It should not be found.

Conclusion

By following these steps, you can effectively manage subscriptions in Work 365, ensuring that data integrity and financial records are maintained appropriately.