Dynamics 365 CRM Cleanup Checklist for Admins
Clean up your CRM. Save space. Work faster.
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What You’ll Learn Inside the Guide
Whether you’re prepping for a CRM migration, tackling slow performance, or just tired of clutter, this checklist helps you:
✅ Find and merge duplicate records for cleaner data
✅ Remove unused fields, forms, users, and views
✅ Run bulk deletions to free up storage space
✅ Audit security roles and user access
✅ Set up automations to keep your CRM clean long term
Packed with practical steps you can put to use right away.
MADE FOR CRM ADMINS
Clear steps you can take today using built-in Dynamics 365 tools.
READY OUT OF THE BOX
No new apps. No plug-ins. Just click, clean, and go.
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