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Hi,
Probably an amateur move, but we bulk uploaded a lot of records for our staff, a lot of which are not needed. We have then exported the file and asked the staff to note which ones not needed. but we didn't think through the process. We now simply have a list of company names, email addresses etc that are flagged either keep or delete.
My question is whether there is an easy way to import this data and delete the record? Or is it a case of painstakingly manually deleting them?
Regards
SV
Hi partner,
1.If you mean you want to delete some columns of the record like "company", "telephone", you could use "Excel Online" to edit the record.
Find "Open in Excel Online" under "EXPORT TO EXCEL" at the top of entity view.
After opening Excel Online ,you could see this page. Right-click the column you want to delete data and choose "clear contents"(The column still exists but the data has been deleted) or "delete column"(Columns are deleted but the data is still there).
2.If you want to delete records, I recommend to use "Bulk record deletion" since you said that the records have flags to determine whether to delete or not.
Go to Settings->Data Management->Bulk Record Deletion and click "New".
You could add filters here and create a delete job.
Hope it helps.
Best Regards
Leo
Hi,
Considering you have a field/flag which tells you which records to be deleted, I think manually deleting them would be easier than reimporting it. You could use the bulk delete feature which creates a job and perform the required deletion in the background.
carldesouza.com/dynamics-365-bulk-delete-jobs
PS: Once the records are deleted, there is no way to recover the records. So be super cautious while you select the criteria to delete.
Hope this helps.
Hi,
If you exported file with option to re-import then you can mark records to delete.
for this option you have to create one attribute say "mark for deletion" and then re-import records using exported file.. based on keep or delete, mark flag so that records will be updated and then using bulk delete option you can delete those records.
if exported file is not exported with re-import option then you have to some how need to flag those records.. you can either create simple console application which will update records flag or delete record from system.
or you can use scribe or SSIS package for deletion.
Hope this will give you some idea.
Hi,
Since you mentioned that you 'bulk uploaded' records means you might have imported Excel with unnecessary/unclean records, you can simply go to Settings > Data Management > Imports and find the import you just did.
1. Open it up
2. In that, as the name suggests, you'll be able to delete exactly those records which you imported by mistake.
Hope this helps you start over again by importing correct data in the first place.
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