Create a data maintenance strategy for Dynamics 365 finance and operations data (part one)


Data maintenance can be overwhelming, but having a good strategy is crucial for effective storage usage and avoiding overages. In Dynamics 365 finance and operations apps, there are tools and features available to help create an effective storage maintenance plan. This includes cleanup routines, retention settings, archiving functions, and compression routines. It's important to involve all stakeholders in the data maintenance team, including business users, BI and reporting teams, customization teams, auditors and controllers, Dynamics 365 system admins, and Microsoft 365 system admins. Gathering information about storage usage and capacity using tools like the finance and operations storage capacity report and just-in-time database access is also essential. Part two of the series will focus on implementing the data maintenance plan.


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