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Microsoft Dynamics CRM (Archived)

Clear record/delete all data in sandbox

Posted on by 760

Hi,

Is there a way I can clean the sandbox? i want to delete all the data without resetting it because I already did a lot of customization

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  • Ben Thompson Profile Picture
    Ben Thompson 6,350 on at
    RE: Clear record/delete all data in sandbox

    True but that requires a spare instance within your Dynamics 365 account and I suspect that isn't available here...

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Clear record/delete all data in sandbox

    Hi Jane,

    If you are using Microsoft Dynamics 365, you can clear all application data while maintaining all users, customizations, and schema from the source instance, by creating a minimal copy instance.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Clear record/delete all data in sandbox

    Hi Jane,

    You can create bulk delete job for clearing all the data.

  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at
    RE: Clear record/delete all data in sandbox

    It's a while since I've done this but you can do it by following the following steps:-

    1) Export the whole organisation's solution by exporting the Default Solution as an unmanaged solution.

    1a) Create a new trial instance with the same core functionality you have at the moment (Sales/Customer Service....)

    1b) install the unmanaged solution you created in that trial instance - if it succeeds move on to step 2.

    2)  Go to the instance picker and reset your sandbox instance remembering to pick the solutions (Sales / Customer Service...) you have

    3) When the instance has been reset and is accessible - install the default solution you exported earlier.

    Please do steps 1a and b before proceeding to step 2. You want to know it works before you do this in anger...

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