I’m sure many people needed to do a bulk delete operation on Microsoft Dynamics CRM 4.0. You may have uploaded thousands of records from an imported file or migrated them through Scribe or even used a .NET application to mass create records.
Unfortunately, and as far as I can see, there is no straight forward way to do bulk records deletion on Dynamics CRM 4.0 using the out of the box functionality and interface of Dynamics CRM 4.0.
To bulk delete records in Dynamics CRM 4.0, you have the following main options:
- Get a third party tool or CRM add-on to bulk delete records. This option is a straight forward one but you might have to pay for purchasing or using the tool. It may also have security issues. I would not recommend it to my clients as most probably the tool is created by a small company or an individual which I don’t know. Hence, it will be rather difficult to put this tool on a live Production environment or client server. Let alone adding it to CRM Online or to a CRM hosted solution by a partner.
- Use CRM SDK to write a .NET application (or a .NET console application) that will run and delete all records for a specified entity or entities. This is a more robust way of doing it, but it may take longer time and is probably not suitable for people who do not come from .NET development background.
- Use Scribe Insight. This is what this post is about really.. Using Scribe Insight to bulk Delete Dynamics CRM records.
Please Note: This is a work around. It is not supported by Scribe and the advice in this post is provided as is with no warranty. I have tried it and it works perfectly but can not guarantee it will have the same acceptable results in any other environment.
Here is what you need to do:
- Create a new Scribe workbench DTS (or Job). Point to your usual source file (even a sample one) and point to CRM: either IFD Forms for hosted CRM or direct connection.
- Configure the targe: Create one delete step on the target.
- Make sure that the option to “Allow multiple record matches on updates/deletes” is ticked under the All steps tab.
- Under Step control tab, leave failure to go to next row but change all the success records (Success (0), Success (1) and Success (>1) ) to End Job. Select success radio button at the bottom and write a message to your log such as: “All records Deleted”.
- No Data links are important as you are only deleting.
- On the Lookup link, just make the lookup condition impossible. Such as: where Account Name = 123456789 or whatever.
- Run the DTS.
The Job will read the first source line. Will then try to find this record at the target (remember it is update/delete). Since we have setup the lookup link to look for something “impossible to find”, the result of the update will be Success (0).
Once this happens, Scribe will go and delete all records for your chosen entity (or CRM table). This will be a complete bulk delete of all CRM records using Scribe.
Remember, it’s a work around… that works.