[CRM 4] Bulk Deletion Jobs tool

A Bulk Deletion Job is an asynchronous operation in CRM to delete a set of records according to a custom query. This is very useful when you have a CRM where hundreds of users are inserting and editing records constantly and you want to keep the performance of your CRM database.

In CRM 4, It’s not possible to create Bulk Deletion Jobs manually from CRM web interface (or CRM Outlook client). However, I’ve created a tool, which can be integrated in CRM 4, to provide this functionality. As you can see below, if you go to Data Management –> Bulk Record Deletion, now there is a new button called “New Job”:

When you click there, the next form will appear:

To select the set of records that you want to delete, you can specify a System View or a Fetch XML.

Behind this, when you press “Created Job”, the main code to be executed is something like:

public static void CreateBulkDeletionJobInCrm(string jobName, DateTime startDateTime, string frequency, int interval, QueryExpression query)
    {
        BulkDeleteRequest bulkDeleteRequest = new BulkDeleteRequest();
        // Set the request properties.
        bulkDeleteRequest.JobName = jobName;
        bulkDeleteRequest.QuerySet = new QueryBase[] { query };

        // Set the start time for the bulk delete.
        bulkDeleteRequest.StartDateTime = PropertyHelper.GetUserDateTime(startDateTime); 

        // Set e-mail activity properties. So far, these properties are not used, but
        //they should be initialised
        bulkDeleteRequest.SendEmailNotification = false;
        bulkDeleteRequest.ToRecipients = new Guid[] { };
        bulkDeleteRequest.CCRecipients = new Guid[] { };

        // Provide a recurrence pattern so that the job runs once every day.
        if(string.IsNullOrEmpty(frequency))
            bulkDeleteRequest.RecurrencePattern = string.Empty;
        else
            bulkDeleteRequest.RecurrencePattern =
                String.Format(System.Globalization.CultureInfo.InvariantCulture,
                "FREQ={0};INTERVAL={1};", new object[] { frequency, interval });
        

        ServiceFactory.CrmService.Execute(bulkDeleteRequest);

    }

The last parameter of this method is a Microsoft.Crm.Sdk.Query.QueryExpression. To get it from a System View or FetchXML, you can use  FetchXmlToQueryExpressionRequest/Response.

Although I would like to provide you  with the whole solution, it’s one of the products of my current company AlfaPeople Ltd, so that you should email me or contact us from our website.

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About Ramon Tebar

Software Engineer specialised on Microsoft Technologies with experience in large projects for different industrial sectors as developer, consultant and architect. I enjoy designing and developing software applications, it is my job and one of my hobbies. I’m interested in design patterns, new technologies and best practices. Making those part of the ALM process is a great challenge. During the last years, I have specialised in Microsoft Dynamics CRM (now Dynamics 365). I customise and extend the platform to provide tailored solutions and integrations based on service-oriented architectures and messages queuing. Motivated by community events and contributor in blogs, technical books, open source projects and forums, I have been awarded Microsoft Most Valuable Professional (MVP) on Dynamics 365 (CRM) since 2012.

Posted on October 5, 2009, in CRM. Bookmark the permalink. Leave a comment.

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