Bulk Delete Launcher

Microsoft Dynamics CRM 4.0 has bulk delete feature and a dedicated view to see the progression of a bulk delete operation. Nevertheless, there is no feature that allows you to execute a bulk delete operation. There is only a class in the SDK, nothing else more users friendly.

This tool comes to correct that lack. It is just an interface that implements the SDK class. Nothing more…

First of all, you need to understand that the Bulk Delete feature of the SDK requires an xml string that represents a filter of the items to delete. It is, in fact, a FetchXML query. To make the tool easier to use, the query part of an advanced find view is used to do the filter. So, you need to create an advanced find view that will filter the items to delete.

Also notice that as soon as the bulk delete job has been created, the CRM server is the only one to work, the tool is no more involved in the success or the failure of the bulk delete job.

How to use the tool

  1. Define the entity for which you want to delete items and click on the button “Retrieve Views”. This action will query the existing advanced find view for the specified entity.
  2. Select the view that filters properly the items you want to delete.
  3. Define a name for the bulk delete job.
  4. If you want to schedule the job to be run at a specific date, you can tick the checkbox and define date and time.
  5. If you want the job to be recurrent, tick the corresponding checkbox, select the interval type and interval value.
  6. You can choose to be informed when the job is complete. Just tick the checkbox. You can also notify other CRM users. To do so, click on the browsing button (“…”) and select the users.  
    NB: The checkbox is enabled only if the current user account has an email address.
  7. Click on the button “Launch Bulk Delete” to create the job on the CRM Server.

Follow the execution of the bulk delete job

As defined earlier in this page, as soon as the job is created, the tool is no more involved in the bulk delete operation.

Nevertheless, if you want to follow the running job, navigate to the CRM web application then go to “Settings”, “Data Management”, then “Bulk Record Deletion”.  A view lists the bulk delete job.

28 Responses to Bulk Delete Launcher

  1. Raj says:

    I successfully created a bulk delete job. But after ages also i was not able to see any record in the bulk delete list. How can i verify whether the job is created successfully ?

    Thanks,
    raj

  2. mscrmtools says:

    It depends if you scheduled the bulkdeletejob or not…

    if so, it is normal that you can’t see it in the bulk delete job list

    You then can see this job in the system jobs

  3. Doug says:

    Waiting for resources

  4. suntysingh says:

    I am not getting this.. but I am trying to use the bulk delete plugin and finallly it ends up with a 500 error.. could someoen help me withh this?

  5. suntysingh says:

    not getting this

  6. Tanguy says:

    What are you trying to delete?

    As I often explain, this tool is just starting a standard bulk delete job. If something goes wrong after, the tool is not involved

  7. Noticed this is an old post but I’m interested in the bulk delete appl. Do you have a link available to download? Thanks

  8. mscrmtoolsfr says:

    Just use the tools page to download it…

  9. Boris says:

    I am trying to delete all acitivities of a 1 year period which I created a view for. But I just get errors and nothing deletes.

    Can you help with that?

  10. How do I get this tool

  11. andrea says:

    Hello.
    When I try to launch a bulk deletion (not scheduled) I’m experiencing the following error :
    —————————
    Error
    —————————
    Error while creating bulk delete job: The date-time format for 2012-02-01 04.58.29 is invalid, or value is outside the supported range.
    —————————
    OK
    —————————

  12. Martin Pingelov says:

    Hello,

    great idea. Did a great job on my dev box, but when trying to launch it on Live it times out. Is that because of the large amount of records I have on my async table ?

  13. mscrmtools says:

    Certainly not, the tool just create a job that is handle by the asynchronous processing service. This operation should take only seconds, whatever the size of the async table is

  14. Martin Pingelov says:

    thanks. so, no idea where to start from when timing out?

    • Martin Pingelov says:

      timing out solved….I was putting too much on the DB at the same time. Great tool!
      Thanks

  15. Sylvain Hamel says:

    Great tool worked well for me. Thanks a lot.

  16. Abhishek says:

    Worked like a champ for me.

  17. Vamsi says:

    HI,
    I am trying to give a custom entity name for which I need to delete records,

    Getting entity not available when I clicked on Retrieve Views.

    Please suggest

    • mscrmtools says:

      Did you create an advanced find view for this entity?

      • Vamsi says:

        Yes I did create a view,
        Issue is now resolved.

        I have verified database and found that entity name is different form what I see on UI, When I gave that name and it worked.

        Thanks for the quick response.

  18. neha says:

    whenever i made a id it will in progress and not delete any data.where i get the manual of it.

  19. Jeff says:

    Hi Hope someone can help, the tool has been very helpful in the past but i have just gone to use it today and i get the error when trying to recieve views ” Error while retriving views: an item with the same key has already been added” i really need to get this tool working again, i have tried re downloading and deleting the config file but nothing helped. Thanks

  20. hi!,I really like your writing very much! share we keep in touch extra approximately your article on AOL? I need a specialist on this house to resolve my problem. Maybe that is you! Taking a look forward to look you.

  21. […] Follow the instructions on Tanguy’s blog to connect to CRM and select the view you created in step ‘a’ above (I would not recommend scheduling this job for recurrence if you’re likely to need to update the view’s filter periodically as time goes on): https://mscrmtools.wordpress.com/tools/bulk-delete-launcher/ […]

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