Module 13: Managing Data

Lesson 9: Practice Lab – Bulk delete

Scenario

You are a functional consultant working on the Fabrikam project. Your client wants you implement some automatic data cleanup of stale data. You have been asked to delete any Knowledge Assessment that is over 6 months past its end date. You will be using the Bulk Delete feature of the Common Data Service.

Important Note: This lab will provide you with an actual Office 365 tenant and licenses for the Power Platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset, whereas the virtual machine you are provided with does reset each time you close the lab session. Please be aware that Office 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Office 365 tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs.

Exercise 1 - Acquire Tenant Information and Connect

Note: If you have already completed a practice recently, the virtual machine might pick up where you left off and you will not need to login again.  In that case you can skip ahead to exercise two and resume.

Task 1 – Connect to the Power platform administration portal

  1. On Virtual machine MB200-Dynamics_Lab, sign in as Admin with the password Pa55w.rd if you are not already logged in.

  2. Outside the VM in the online lab interface click Files and choose D365 Credentials. This will allocate an Office 365 tenant for you to use in these labs.  It will display the admin email and password for your tenant.  You should copy this information to notepad or similar for your reference.

  3. In MB200-Dynamics_Lab launch Microsoft Edge from the taskbar. By default, the browser opens Office 365. Use the O365 credentials you just acquired in the previous step to login.

  4. Navigate in the browser to the Power platform admin portal at https://admin.Powerplatform.microsoft.com

Exercise 2 – Bulk Delete

In this exercise, you will create a bulk deletion operation that will delete all Knowledge Assessment records with an End Date older than 6 months, this operation will run every 7 days.

Task 1 – Create Bulk Delete Operation

In this task, you will create a bulk deletion operation.

  1. Navigate to https://admin.powerplatform.microsoft.com

  2. Select Environments.

  3. Select your environment and click Settings.

  4. Go to the Data Management section and click Bulk Deletion.

  5. Click New.

  6. Click Next.

  7. Select Knowledge Assessments from the Look for dropdown.

  8. Select the End Date field.

  9. Select Older than X Months.

  10. Enter 6 and click Next.

  11. Change the Name to Delete Old Assessments.

  12. Select to run At Scheduled Times.

  13. Select today’s date for Date and select 10 Minutes in to the future for Time.

  14. Check the Run this Job After Every checkbox.

  15. Select 7 Days.

  16. Check the Send an Email… checkbox and click Next.

  17. Click Submit.

  18. Wait for the job to be created. This can take few minutes, refresh the view after few minutes.

Task 2 – Test Bulk Deletion

In this task, you will test the bulk delete operation you created.

  1. Navigate to https://web.powerapps.com/ and make sure you are NOT in the default.

  2. Select Apps.

  3. Locate and click to open the Knowledge Admin application.

  4. Click on the Site Map button and select Assessments.

  5. Click to Open One of the Knowledge Assessment records.

  6. Change the End Date to Seven Months in the past.

  7. Click Save.

  8. You will get an email when the Bulk Deletion job completes.

  9. Click on the link in the email.

  10. You should see the Total number of records deleted.