How to Clean Up CRM Data with Bulk Delete in Dynamics 365 | enCloud9

Описание: Keeping your Dynamics 365 data clean is essential for performance, compliance, and storage cost management. In this step-by-step video, we walk you through how to use Bulk Delete in Dynamics 365 Sales to remove outdated, unnecessary records like old leads, emails, and notes.

You’ll learn:
✅ How to access Bulk Delete from both the Power Platform Admin Center and Dynamics 365
✅ How to create and schedule recurring deletion jobs
✅ How to set filters (e.g., delete disqualified leads older than 6 months)
✅ How to track deletion results and receive email confirmations

We also cover the cost of exceeding your storage limits—and why cleaning up your data regularly can help you avoid paying Microsoft’s $40/GB monthly overage fees.

📌 Timestamps:
📌 0:06 – Why Bulk Delete is important
📌 0:27 – Storage overage costs explained
📌 1:02 – Two ways to access Bulk Delete
📌 2:02 – New vs. legacy UI for Bulk Delete
📌 2:21 – Creating a recurring job to delete old leads
📌 3:41 – Filtering and previewing records
📌 4:08 – Naming, scheduling, and notifications
📌 4:50 – Reviewing job results
📌 5:22 – Other data types you should regularly clean

💬 Have questions about CRM storage or data cleanup? Contact enCloud9 for expert help:
https://www.encloud9.com/

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