Storage in Microsoft Dynamics CRM Online

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The Microsoft Dynamics CRM team has published an article about storage for Microsoft Dynamics CRM Online on their blog, and it contains some useful tips on reducing your storage use to avoid approaching your storage limit.

By default, you have 5GB of storage when you sign up for Microsoft Dynamics CRM Online (www.mig.com/DynamicsCRM), but you can purchase more as needed from your subscription management page. When your organization reaches 80% of your allowed storage, Microsoft will send daily storage notifications informing you that you are approaching or have exceeded your allowed storage limit. If you reach the limit, you will be required to take immediate action, such as deleting data or purchasing more storage, before you can add data to the system.

You can check your allowed storage and current usage at any time. If you are using Microsoft Office 365, go to Settings > Administration > Resources In Use. Otherwise, go to Settings > Administration > Subscription Management.

There are a number of ways to reduce your storage usage, potentially avoiding the need to purchase more storage. Most storage is consumed by email attachments, notes, workflows, and system jobs, so these are the areas to look at for saving space.

You can use Bulk Delete jobs to periodically delete old system jobs and large and outdated email attachments and notes. The Dynamics CRM team has provided a step-by-step guide on using Bulk Delete to get rid of old large email attachments.

If your organization uses workflows heavily, you can look at your frequently running workflows to see if they can be simplified. Removing a few steps from frequently running workflows can save a lot of space. And if your organization uses asynchronous plugins heavily, during sdkmessageprocessingstep registration, you can select to delete system jobs after they successfully complete.

Maximizing your storage capabilities can save you money, and fortunately Microsoft CRM Online has multiple tools to help you do just that.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, SL, and CRM. We automate business processes to ensure that our customers work efficiently.

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