Glimpse of Data Archival feature in D365 Finance and Operations

Hello Everyone,

Microsoft released long waiting and much required feature called Data Archival in D365 F&O which is very useful for archiving transactions inside D365FO.

Please go through Microsoft learn page to know more about the feature and how to enable it : https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/archive-overview

Approach :

• Archives transactional data to history tables in the transactional SQL database.

• History tables have limited indexing, the amount of storage space that's used is significantly reduced.

• Helps prevent processing delays in other areas of the app, by moving the data from the live tables to the history tables.

Data archiving steps :

• Copy the specified data range from the live tables to the history tables.

• Remove the specified data range from the live tables.

Currently Supports :

• Archive general ledger data

• Archive sales orders

• Extend the archive solution to support custom tables and fields - with this can be designed for custom tables as well.

Prerequisites:

• Microsoft Dynamics 365 Supply Chain Management 10.0.34 or later.

• The data archive micro-service (Add-on) must be installed on your system from Microsoft Dynamics Lifecycle Services. For more information, see Install the Archive add-in from Lifecycle Services.
• The following features must be turned on in Feature management. For more information, see Enable the features that you need.
  • (Preview) Archive
  • (Preview) Archive sales orders to history tables
  • (Preview) Archive sales orders to history tables using archive service

Data validations /Conditions to consider for archiving (Ex Sales orders)

• The sales orders that you want to archive are fully invoiced.

• Sales invoices that are related to the sales orders are at least one year old.

• The ledger period that includes a related sales invoice is either closed or on hold.

• Inventory has been closed for the period that includes a related sales invoice.

Will come up with more information on Data Archive process and latest updates in next blogs.

Thank you 😊

Happy Learning.