Clean Instance Data

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Posted on by Mohan Prasad MAni

235

We are trying to load data from a ETL tool to our CRM instance and test the data. We have three cycles to do this and at the end of each cycle we need all the data to be cleaned off the system. I understand "Reset" is an option but that removes all our customization and integrated components too and is not a preferred way. Is there a way that i clean up all the date from the system (other than bulk delete)? Please advise!

we use Dynamics 365 online v9.0.2

Thanks

Mohan

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gdas 50,089 Moderator on at

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RE: Clean Instance Data

Hi Mohan ,

Yes , minimal copy should move user customization, core configuration data, and users from the source to the target.
Mohan Prasad MAni 235 on at

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RE: Clean Instance Data

Minimal copy does it move all the solutions? We had trouble moving the solutions!!
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Adrian Begovich 1,019 Super User 2025 Season 1 on at

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RE: Clean Instance Data

Hi Mohan,

The best way to do this is by creating a minimal copy instance. However, you need to be aware of certain minimal copy side effects.
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gdas 50,089 Moderator on at

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RE: Clean Instance Data

Hi Mohan,

You should go for minimal copy as David already suggested. I cant see any other options if you don't want to use bulk delete.
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David Jennaway 14,063 on at

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RE: Clean Instance Data

Taking a minimal copy is one option. You don't get to choose which entities keep data, so you may need to use the odd bulk delete as well