Applies to Product – Dynamics 365 Finance
What’s happening?
The client is inquiring about the process of archiving data in the new system, specifically regarding accessing historical data.
Reason:
The client requires information on how to archive data securely and retain it for compliance and regulatory reasons while migrating to a new system.
Resolution:
- Refer to the Microsoft documentation on archiving data in Dynamics 365 Finance and Operations apps with Dataverse. This documentation outlines how to archive data, including support for custom retention policies for securely archiving and retaining unlimited data for the long term in a cost-efficient manner.
- It is recommended to consider moving historical, inactive data that is required for compliance and regulatory reasons to Dataverse for long-term retention.
- For further details, consult the following resources: