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Microsoft Dynamics CRM (Archived)

Bulk Delete in CRM 2013 On Premises

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Posted on by 2,601

I want to keep 2 weeks worth of records in a custom entity.  The entity has a field CreatedOn.

Can I do this by scheduling a nightly job with Bulk Record Deletion?

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  • Suggested answer
    Hosk Profile Picture
    on at

    you can schedule a bulk delete job to run every x days

    this blog shows you how to do it in CRM 2011 and the process should be exactly the same in CRM 2013

    www.powerobjects.com/.../recurring-bulk-deletion-in-dynamics-crm-2011

  • CU21020959-0 Profile Picture
    2,601 on at

    I can see how to setup recurring jobs.  What I'm not sure of is how to remove records that are older than 2 weeks keeping the rest there - I can't see how to do this with the built-in date criteria.

  • Verified answer
    Hosk Profile Picture
    on at

    you can practise by creating an advanced find but you need to do something like

    you could choose createdon date older than X months and this could be older than 1 month.

    2 weeks is tricker  because I think you would need to set a date or a flag.  You could perhaps create a workflow which can dynamically add time to a day to flag the records you wanted to delete or set a date field

  • CU21020959-0 Profile Picture
    2,601 on at

    Thanks Ben,  I've created a new field 'deleteon' which I'll set to today+14 day on creation of the record.

    Last question..  How do I pick up these records in the Search Criteria in Bulk Record Deletion.  I'm looking for the option 'Older than today'?

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