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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Want to clear out CRM ...
Microsoft Dynamics CRM (Archived)

Want to clear out CRM data

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Posted on by Priyesh 7,392 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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  • Suggested answer
    Priyesh Profile Picture
    Priyesh 7,392 User Group Leader on at
    RE: Want to clear out CRM data

    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.

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Want to clear out CRM data

    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.

  • abhishek_255 Profile Picture
    abhishek_255 1,612 on at
    RE: Want to clear out CRM data

    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.

  • Priyesh Profile Picture
    Priyesh 7,392 User Group Leader on at
    RE: Want to clear out CRM data

    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.

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Want to clear out CRM data

    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.

  • Suggested answer
    Kishor Kumar Profile Picture
    Kishor Kumar 3,702 on at
    RE: Want to clear out CRM data

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

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