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CRM 2011: Archiving Data in CRM RRS feed

  • Question

  • My company wants to archive 2 years worth of our data in crm. What is the best way to do this. Once we archive the data, we would like to remove that data out of CRM.
    Friday, May 8, 2015 3:09 PM

All replies

  • From Microsoft point of view, records in CRM should be deactivated rather than copied to another location and deleted from the source.  Reason being, the CRM database can operate efficiently for a long time with a growing database.

    Check out the blog on the following link.  The author talks about a few options and gives pros and cons for each.

    http://salimadamoncrm.com/2013/01/04/microsoft-dynamics-crm-data-archiving/


    Jason Peterson

    Friday, May 8, 2015 3:51 PM
  • Thanks. How do you deactivate the record? Do you do that by closing the opportunity?
    Friday, May 8, 2015 5:43 PM