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Sample: Bulk delete records that match common criteria

This sample shows how to delete records, in bulk, that match common criteria. You can download the sample from here.

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

How to run this sample

To obtain a local copy of all samples and build them, follow these steps:

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the instance/organization you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you don't specify a connection string in dataverse/App.config file, a dialog opens each time you run the sample, and you'll need to enter information about which instance or org you want to connect to and which credentials you want to use. This dialog caches previous connections so that you can choose a previously used connection.

What this sample does

The BulkDeleteRequest message is intended to be used in a scenario where it contains data that is needed to create the bulk delete request.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. Creates an sample account record.
  3. Queries for a system user to send an email to, after the bulk delete operation completes.
  4. The BulkDeleteRequest creates the bulk delete process and set the request properties.
  5. The InspectBulkDeleteOperation method inspects and display the information about the created BulkDeleteOperation.
  6. The RetrieveBulkDeleteOperation method retrieves the BulkDeleteOperation.

Demonstrate

  1. Checks whether the standard email templates are present.
  2. The PerformBulkDelete method performs the main bulk delete operation.

Clean up

Display an option to delete the sample data that is created in Setup. The deletion is optional in case you want to examine the entities and data created by the sample. You can manually delete the records to achieve the same result.