Microsoft Dynamics® CRM Training
Bulk Delete Workflow Jobs
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In Microsoft Dynamics CRM, you can track the progress of system jobs. This allows you to see if a job was completed successfully, when it was completed, and who its owner is. However, tracking completed jobs takes up disk space.
A great way that an administrator can clear this space is to bulk delete successfully completed Workflow jobs. To do this, navigate to Settings > System > Data Management, and then click Bulk Record Deletion.
In the Bulk Record Deletion grid, you may see a series of completed delete jobs. These are created by a default system job that deletes specific types of successfully completed jobs that are older than a month. It does not delete bulk e-mails, import sub processes, and Workflows. Since I want to extend bulk deletion to Workflows, I need to click New in the toolbar.
The Bulk Deletion Wizard opens. I click Next to move to the Define Search Criteria page. In order to define the search criteria, I have to first select “System Jobs” in the Look for field. The first line should be “Status, Equals, Completed”, and the second line should be “System Job Type, Equals, Workflow”.
I want this deletion to run on its own every month. Note that this is an individual decision; you may want it to be a one-time job. I will then add a third line and set it to “Created On, Older Than X Months, 3”. Basically, I am only deleting successfully completed Workflow jobs that have a creation date of older than three months. Everything looks good, so I click Next.
In the Select Options page, I choose to leave “30” selected so it will run on a monthly basis. I’ll name this job since it is recurring and I want to be able to identify it easily, and then click the Next button.
The last page of the wizard is a review page. Everything checks out, so I click the Submit button.
I have now created a Bulk Deletion job that will clear disk space by deleting successfully completed Workflows.
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.