Click Dimensions uses a variety of workflows to accomplish tasks behind the scenes and depending on your usage, you can build up quite a history of completed workflows, which are stored in the System Jobs entity.
Removing unnecessary data from your System Jobs table will make your overall Dynamics CRM system run better.
We can create a bulk delete job to remove the old workflow history. Here’s how:
The Process
1. Navigate to Settings, Data Management.
2. Select Bulk Record Deletion
3. On the toolbar, click the New button, to display the Bulk Deletion Wizard.
4. Create the following query:
The key points here are:
- Find any jobs that were started on a date over a month old
- Where the name of the system job contains ClickDimensions
- And the type is Workflow
Note: Make sure ClickDimensions is one word.
5. Click the Next button.
6 Complete the recurrence properties:
The key points here are:
- Run the job in off hours
- Repeat the job on a frequent basis. 7 days is the minimum.
- Receiving an email when the job completes is optional, but a nice feature
7. Click the Next button.
8. Click the Submit button to save your bulk delete job.
And that is it. It will run on the frequency you specified and remove the old Click Dimensions workflows.
Next Steps
If you would like additional Administration tips and tricks, check out my 21 Squared: Administration (OnPremise) self-paced training course.
