Hello,
If you're trying to delete a large volume of quotations (45,000+ records), I would strongly recommend using a Bulk Record Deletion Job instead of the standard Delete Quotations program. The Bulk Delete process runs asynchronously in the background and does not require you to keep the browser session active.
Step-by-Step: Create a Bulk Delete Job for Quotations
1. Navigate to Bulk Record Deletion
Open Dynamics 365.
Click the Settings gear icon.
Go to Advanced Settings.
Navigate to:
Settings > Data Management > Bulk Record Deletion
2. Create a New Bulk Deletion Job
Click New.
Select Quotation (Quote) as the record type.
Define your filter criteria.
3. Test with a Small Sample
Before deleting all records:
- Run an Advanced Find using the same criteria.
- Validate the record count.
- Consider starting with a smaller date range (e.g., one month) to confirm results.
