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Database cleanup in CRM

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Posted on by AishaKhan190210

Hi guys what tools can be used to cleanup data in Dynamics 365 CRM?

and what generally we can do to cleanup the data.

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AishaKhan190210 30 on at

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RE: Database cleanup in CRM

Thank for your detailed reply. Can i also use Microsoft following out of box features to clean up the data?

This is the reply i have given to the client:

Please note that Microsoft Dynamics 365 CRM provides some out of box features to detect duplicates and missing fields etc.

You can make use of the following stand features of CRM to organize you data as per your requirement

Auditing feature logs changes that are made to customer records and user access so you can review the activity later.

docs.microsoft.com/.../audit-data-user-activity

Merge duplicate records for accounts, contacts, or leads

docs.microsoft.com/.../merge-duplicate-records-accounts-contacts-leads

Run bulk system jobs to detect duplicate records

docs.microsoft.com/.../run-bulk-system-jobs-detect-duplicate-records

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PerezAguiar Microsoft Employee on at

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RE: Database cleanup in CRM

Hey Aisha.

on https://docs.microsoft.com/en-us/power-platform/admin/free-storage-space you have the information. Basically, there are three types of storage (Database, File and Logs). Depending on what's consuming the most, you can follow the instructions on that documentation but basically, it all reduces to deleting data. Having a clear understanding and rules with business decision holders (We need to keep last 6 months of auditing, and emails+attachments from the last 2 years) is key in order to generate bulk deletion jobs that keep consistent these policies.

On the other hand, you should also avoid having too many system jobs with status "waiting" and "Waiting for resources" as they will affect tables like AsyncOperation.

You can use either the built-in functionality on Dynamics to create bulk deletion jobs or use any other tool (Kingswaysoft, SQL Server Integration Services) to perform API Calls and delete such content. All tools will use Dynamics APIs to work, as working directly over the DB (online) is not allowed.

Regards,

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