Category: Dynamics Features (Page 1 of 3)

Dataverse Long Term Data Retention

What is Dataverse Long Term Data Retention?

Currently in Public Preview (Q1 2024), Dataverse Long Term Data Retention allows your organisation to archive data to long term storage. But what exactly does this mean?

This means that you can achieve a number of goals:

  • Reduce your overall Dataverse Database Capacity (more on this later)
  • Have more control over data that will only primarily be used for auditing or occasional read-only access. It is designed as an interim stage between having live data, and deleted data. Microsoft calls this ‘retained data’.
  • The ability to query retained data on demand.
  • Build long term retention policies that will work within your ALM, meaning that you can define as a solution layer and carry your long term retention policies between your higher environments.

Note, that this feature should only be enabled in non-production environments for testing purposes at this stage (see Known Issues).

How do I set up Long Term Data Retention?

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Continuous Threat Monitoring for Dynamics 365

According to the Identity Theft Resource Centre, data breaches in 2021 were up 17% over 2020 (source). The average cost of data breaches was also escalating with a report by IBM indicating the typical cost was $4.24m per breach (source).

This represents a worrying trend for our industry, and it is no wonder that data security has now become top of mind for CIOs and key decision-makers.

While Customer Relationship Management (CRM) systems are invaluable in managing your client relationships in a central datastore, they also present a soft target for nefarious actors.

In today’s blog post, I will explain what the recently released Continuous Threat Monitoring for Dynamics 365 is and how it can be used to secure your CRM.

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Dynamics 365 and Power Platform April 2019 Release – Marketing Suite first impressions

It feels like Christmas to me, and I’m tearing open my presents. Welcome to my ‘unboxing’ blog series on the upcoming D365 and Power Platform April 2019 Release. Over the next few weeks I’ll be going through the April 2019 release, module by module.

I’ll be specifically looking for those gold nuggets that I think will make a big impact, as well the leaps in innovations that haven’t been seen before in the industry.

Today let’s delve into Microsoft Dynamics 365 – Marketing suite.

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What are Flow Premium Connectors?

Connectors form the core of Microsoft Flow.  Connectors allow your workflows to span across different systems.  This means that you can quickly build business processes that span across all your systems allowing you to further automate your work.

Microsoft has, as of August 2018, 213 connectors, most are available with the free version of Flow, and some only available with Flow Plan 1 and Flow Plan 2.  These are known as Premium connectors.

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What to do with your ADX Studio Portal once Microsoft supports ends?

I’ve had several queries from my colleagues in the past couple of months about what they should do about their legacy ADX Studio Portal once official support ends.  So decided to summarise all the relevant options and facts surround this in a single blog post and capture it for future reference if others want to understand this further.  Most of the information you see here is presented in greater detail on Adoxio and Microsoft’s own websites (links are included below).  This will be a (very) quick summary with my analysis and interpretation of the options.

In September 2015 Microsoft announced the acquisition of the Adoxio Inc, the makers of ADX Studio Portals for Dynamics CRM and 365.  Break fix support continued to be supported by Microsoft.

However, as of August 1st 2018, Microsoft support for what is known as legacy ADX Studio Portal will be coming to an end.

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