Bulk delete project task allocations in Microsoft Dynamics 365 / CRM

Sometimes there are situations that necessitate deleting records from Microsoft Dynamics 365 for Customer Engagement in bulk. One such case arose recently when I created a project task in a project and accidentally booked all the resources in my company for eight hours per day in a time span from June 2018 to December 2022.

There were around 500 allocations done for all the resources. Somewhere, I figured out that this was not the task I wanted to allocate. From there, I tried ways of deleting the allocations.

Below are the different options I tried:

• Option 1: I tried to open the schedule board and delete the allocations from there through the month view. But deleting from the schedule board takes a lot of time for allocations, and given the number listed per month this was not a feasible option.
• Option 2: I tried deleting the allocations through advanced find by selecting the criteria as shown below in the screenshot. But it allowed me to delete only 50 records in a go, which was again an issue.

After trying these two methods and doing some research, our team came across the bulk delete option in the Data Management Module.

Below is the solution to the issue.

Solution

Step 1: login on CRM and navigate to the Settings module and Data Management within it, as shown below.

Step 2: Click on the bulk record deletion option.

Step 3: Bulk deletion wizard opens.