Archiving Your Dynamics 365 Data
One common question asked during a CRM implementation is "what are best practices around data archival for historical data?" My immediate response is "You get the MOST value from your CRM data when it lives in
- What data do I target?
- How can I pull it?
- Where will I store it?
- How will I interact with it?
Here's some of my guidelines on how to target the data you want to archive. Once your data is removed from Dynamics, there's no easy way to bring it back in. Keep in mind that this is a business decision, so sync with your leadership team before implementing an archival solution.
Primary Core Records (Accounts, Contacts, Leads)
These types of records traditionally have minimal value once they've been deactivated. Your archival plan shouldn't touch these records for 2 years, just in case you need to reactivate one.
Related Core Records (Opportunities, Cases, Quotes, Orders, Invoices)
These records hold historical value once they are deactivated or closed. Your archival plan shouldn't touch these records for 5-7 years, so you can leverage this data to make future decisions.
Related Supporting Records (Activities, Notes and Attachments)
These records are closed shortly after their creation, but keep a historical log of interactions with your clients. Your archival plan shouldn't touch these records for 5-7 years, so you can look back at your communications and ensure you are properly nurturing your relationships.
These records are usually driven by a compliance regulation, which dictate how long you are required to keep your logs. These logs grow fast, so take some time to review what entities & fields you are auditing, and pare down as necessary.
There is no automated archival process in Dynamics 365, but you can get very creative on building your own solution. Here's a few things to consider.
How do I pull the data from Dynamics?
There's plenty of options to automate data transfer from Dynamics.
Where do I store it?
I wouldn't recommend investing any money into a local SQL server, but it may be a solid choice if you have one available. If you want to stay in the cloud, then ask yourself "What's the cheapest storage out there?" My opinion is
How do I interact with it?
I'm going to stress my earlier statement that CRM data has the most value when living in Microsoft Dynamics, so don't archive it if you still need that experience. Once you archive it, you can layer a visual reporting tool on top like
Reach out to Beringer today!
Are you up against your storage limit in Microsoft Dynamics CRM?
Do you need an automated solution to help you delete or archive data?
We’ve been working with Microsoft Dynamics since its inception, and we’re always finding innovative ways to implement the latest tools and help automate business processes.
If you are looking for a Microsoft solution partner to help you with your data archival, make sure you pick the one that practices all of the Microsoft methodologies and best practices.
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