Unable to delete all sample data from Dynamics CRM with Office 365 (2016)

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Posted on by JBondoux

Hi,

I have just started the trial of Dynamics CRM in Office 365. When I removed all sample data from Data Management/Sample Data/Remove it did indeed remove a good deal of the records however, not all of them. There are still 59 contacts, 16 products, 5 Opportunities. If I select all or some of these records and choose Delete the following error comes up:

"An error has occurred. The selected action was not completed for one or more records."

If I try a bulk delete the items simply do not get removed. How on earth do I start from a clean slate?

Thanks,

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Kathy Durfee on at

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We have had the same problem recently with one of our customers. Have support ticket submitted but not response yet. Anyone found a way to remove the data?

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TheMarkChristie 10,328 Moderator on at

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The is method to the madness,

1) delete products

2) check that the are no orders or quote against the opportunity then delete it

3) check for open or closed activities and then delete accounts

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Community Member on at

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I'm having this problem too, and deleting products as suggested didn't help (got the same unable to process message).

The onboarding process is clearly very broken somewhere. Very shoddy sales experience. Doubtful we'll upgrade after trial now.

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Community Member on at

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This is driving me crazy as well... still stuck with sh%$ loads of sample data after "removal"...

Please help

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Maybe this is the way to do it. The issue is that SOME of the products, orders etc. are in "READ ONLY STATE" (i.e. as they were market case lost, case won, etc).

So you need to go and ONE BY ONE, first, "REVISE" them to make them read write. Then, you can delete a record.

CRAZY. CRAZY. CRAZY.

So much for a mature product.

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Kathy Durfee on at

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Hi, I tried that and was able to remove some; however the actual time entries I could not get to delete.

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Community Member on at

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the same problem, please resolve

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Community Member on at

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You are not able to delete Actual records because there is plugin Microsoft.Dynamics.ProjectService.Plugins.PreOperationsmsdyn_actualDelete registered on the event.

I've tried disabling this plugin and cold delete actuals by using bulk delete.

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Community Member on at

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Hi

Tenfold just recently added MS office 365 to their integrations list. Tenfold offers features such as click to dial, automatic call logging, easy note taking and task creation, screen pops on inbound and outbound calls, new lead/contact creation when no matching records, support for cases/opportunities and advanced analytics on the backend. They also support MS Dynamics integration.

www.tenfold.com/.../microsoft-office-365

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Jason_Russell on at

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There is now an ability to do this under "Settings" / Data Management / Sample Data

https://www.microsoft.com/en-us/dynamics/crm-customer-center/add-or-remove-sample-data.aspx

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