Microsoft Dynamics CRM (Archived)

Want to clear out CRM data

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Posted on by Priyesh

7,396 User Group Leader

Hi All,

I've been customizing Dynamics 365 and during the process, I have put a lot of test data across various entities.

Now, I want to clear out all the data to start using the system as fresh and live.

Quickest way to do this?

Kindly advise. Thanks.

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Kishor Kumar 3,710 on at

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Use Bulk Delete Option if you want to clear the data fully.

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Aric Levin - MVP 30,190 Moderator on at

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You can either use Bulk Delete, to delete all records from the various entities or an SSIS package that you can create.

I don't think there is any tool that is available to do that.

You might be able to use the Bulk Workflow Execution from XRMToolbox, but that would mean that you would have to create the delete workflows, and would probably take just as much time.

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Priyesh 7,396 User Group Leader on at

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Yes, I too had my thoughts around Bulk Delete. But I was hoping that we might have an option to clear out all the data just but running a tool or simpler steps than Bulk Deletion.

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abhishek_255 1,614 on at

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In case you don't want to do bulk delete. Then

Online-You can reset sandbox instance. And deploy customizations.

Onpremise - Disable crm instance, delete crm database and create a new organization with same name and deploy customizations to fresh instance.

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ashlega 34,477 on at

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I had a somewhat similar situation on the last project, but it wasn't a one-off cleanup - had to do it periodically.. so ended up creating an SSIS package for that. Now I can run it any time I want to clean up all the test data.

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Priyesh 7,396 User Group Leader on at

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So bottom line, use Bulk Delete if there a countable number or entities to be cleared and you're not needed to clean the environment often.

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