Hi,
My company needs to keep records that can be automatically bulk purged and opted to use Microsoft Dynamics CRM.
These records contain sensitive information and should ideally be automatically deleted once they reach or go beyond 18 months old.
How should we go about this?
Will we require custom development or configurations?
Manage bulk record deletion jobs
Hi,
It can be enabled by taking the following path. Auto deleting batch function works through higher finding query. You have to develop a query function for auto delete files after a certain time. The time should be set by the administrator to enable the process.
The comprehensive route is illustrated here:
https://msdn.microsoft.com/en-us/library/gg334418.aspx
Manage bulk record deletion jobs
Hi Alexander Mitchell,
There is a feature called “bulk deletion” in Microsoft Dynamics CRM, & which will help you to delete your sensitive data automatically by periodically.
There are Queries that you can set according to your requirements & by which you may be able to get done your task.
Following link will give you more details about how to do this.
https://msdn.microsoft.com/en-us/library/gg334418.aspx
Hope this will help you.