Unused, unreferenced, and still not safe to delete

Ten automations in the CRM were switched off, and the system's own dependency check said nothing pointed at any of them. On that evidence all ten looked equally disposable. Half of them still could not be deleted. Five were removed and five were kept, for reasons recorded only in written notes. Three of the keeps […]

In this series · Part 24 of 27

1Dynamics 365 CRM: API integration + change-control repo2Dynamics 365 CRM: Last Contact Engagement tracking on Accounts3Turning a sales-intelligence export into a clean CRM data model4Dynamics 365 CRM: contacts inherit their company’s website, and emails timestamp by send time5Your SEO health now lives as a dashboard inside the CRM6Contact form duplicate detection now reads the request, not just the address7Marketing list members now show engagement and account fit8Campaign responses now create leads behind a confirmation step9Three CRM automations passed their tests without running the code that had just changed10A signature defect that three mailboxes agreed was not there11Why a corrected email signature kept sending the old one12A read-only CRM endpoint for scoring outside the desktop13Choosing what runs the AI layer in the CRM sales process14Asking whether a partner is involved, instead of inferring it15An email step in the sales process can now be excused, not only sent16The rehearsal that guards every process change had been failing silently17A one to one email from a lead left the engagement record blank18Two local dependencies, and only one was obvious19Filing a generated document to the record automatically20One meeting that served two process steps, recorded as two21A setting that stored correctly, read back correctly, and was never in force22Generating a product catalogue from one canonical file23Three date fields that existed on every row, and had never once been written24Unused, unreferenced, and still not safe to delete25A measure that could not record early26A sales automation that runs as itself, not as an administrator27A stage change that was refused, and reported as a success

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Ten automations in the CRM were switched off, and the system's own dependency check said nothing pointed at any of them. On that evidence all ten looked equally disposable. Half of them still could not be deleted.

  • Five were removed and five were kept, for reasons recorded only in written notes. Three of the keeps are the deliberate way back if a replacement turns out to be wrong. One is a retirement that only a person can undo, so deleting it would have taken away a decision that was not the system's to make. One is the sole worked example of how a particular kind of automation is encoded, which is what makes building more of them possible at all.
  • Every removed definition was saved in full before anything was deleted, and that precaution came out of the review itself rather than from caution. The sweep turned up an earlier deletion that nobody had recorded, while a design document still named the missing item as the way back. A promised rollback that does not exist is discovered only by someone who has already decided they need it.
  • The first pass at the inventory was wrong in a way that looked right. A query capped at a thousand rows returned nine of ten and reported cleanly, because a capped result hides the marker saying more exists. It was caught only because an older summary said three where the fresh query said two, so the stale looking document was right and the new measurement was wrong. The checker now reads to the end and refuses to report at all if the two counts disagree.
  • The rule that came out of it is about where the answer lives. A deletion candidate has to clear the written record, not just the system. The platform knows what points at a record. It does not know what a document says you must keep.