Dynamics 365 Finance and Operations cross-app: One Dynamics One Platform - Build custom scenarios with Archive Framework

🚨 The Signal: Dynamics 365 now allows custom archiving scenarios using its native framework. This enables organisations to archive non-standard data sets, improving data retention compliance and reducing reliance on Microsoft for specific archival needs.

The Impact

Data owners and compliance teams are affected, with a potential risk of misconfigured custom archives leading to data loss or non-compliance.

  • Data Owners: Risk of non-compliance if custom archive policies are incorrectly defined.
  • Compliance Teams: Opportunity to meet specific regulatory requirements, but risk of oversight if custom solutions are not audited.
  • Security Teams: Need to ensure custom archive configurations align with data protection and retention policies.
  • IT Administrators: Responsibility for correctly implementing and validating custom archive scenarios.

The Action

  1. Review and understand the Dynamics 365 Archive Framework documentation for custom scenarios.
  2. Develop clear internal policies for custom data archiving, including data classification and retention periods.
  3. Implement custom archive scenarios in a test environment first, validating data integrity and retention outcomes.
  4. Establish an audit process for all custom archive configurations and their execution logs.
  5. Ensure appropriate access controls are applied to custom archive configurations and the archived data.

Impact: medium · Workload: Microsoft Purview