Delete bulk records

 

Applies To: Dynamics CRM 2013

The bulk deletion feature helps you to maintain data quality and manage the consumption of system storage in Microsoft Dynamics CRM by deleting data that you no longer need.

For example, you can delete the following data in bulk:

• Stale data.

• Data that is irrelevant to the business.

• Unneeded test or sample data.

• Data that is incorrectly imported from other systems.

With bulk deletion you can perform the following operations:

• Delete data across multiple entities.

• Delete records for a specified entity.

• Receive email notifications when a bulk deletion finishes.

• Delete data periodically.

• Schedule the start time of a recurring bulk delete.

• Retrieve the information about the failures that occurred during a bulk deletion.

Delete bulk data

1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM. 

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Follow the steps for the app you’re using.

   If using the CRM web application

   1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

   2. Click or tap Settings > Data Management > Bulk Record Deletion.

   If using CRM for Outlook

   1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > System > Data Management > Bulk Record Deletion.

3. Click or tap New to run the Bulk Deletion Wizard to create a bulk deletion job with the records you want to delete.

For information about how to implement bulk delete in code, see Delete data in bulk.

See Also

Manage your data
Data encryption

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