We Make CRM Solutions Better

Frequently asked questions

If after 30 days you want to cancel and want your data back?
During a trial, your data is not deleted. We simply give you 100% access to our solution so that you can test it, but until you go live with us, we will not be deleting data on your end. While you will continue to pay Microsoft for overages during the trial period with us, if for any reason you don’t like our solution, you don’t have to worry about restoring any data if you decide to cancel.
Customers using Power BI Gateway
We will provide you with SQL Server access to connect to the database to continue running your reports off the archived data. The Power BI Gateway can also be installed if necessary.
Setting us up with a Service Account
If you prefer sending us login credentials for a service account, we can take care of the entire installation process for you.
How long to spin up a trial
Less than 48 hours.
Let's say we use your solution for an extended period of time (many months/years) and we need the archived data (the data that has been deleted from our Microsoft CRM database and is now residing with you) back. Can we get that data back into our Microsoft CRM database?
Yes, we can give your data back and help you restore it into your Microsoft instance. We would charge a professional service fee for this and would be able to provide an estimate for your approval before we performed the work.
Where is my data displayed within Dynamics?
Our solution creates a new Archived Entity within Dynamics. You may open this entity to view settings for the archival process, along with the ability to view all of the archived data as well. In addition, web resources can be added to existing forms to display archived data as well. The archived data will be filtered to show data related to the entity you are viewing. For example, a web resource can be added to the account entity to show all archived opportunities. The web resource will display only opportunities related to the account.
Can I restore a record that has been archived?
From within the views that display the archived data, there are options to restore the record back into Dynamics. The system will attempt to restore the record. However, please note that some information will be modified, like the modified on date, modified by user, and created by user.
How do I control what data is being archived?
You can create an advanced find view to identify which records should be archived. When configuring the entity for archival, specify the view and the system will only archive records that fall into the view. For example, you can create a view on all lost opportunities that were last modified more than 6 months ago. You would then configure the archival system to use this view and we will only pick up opportunities that are lost that were modified more than 6 months ago.
Which attributes are archived?
We archive all attributes on the record. This includes lookup fields (we store the name and GUID of the referenced entity), option sets (we store the numeric value and the label), and all other Dynamics data types. The data captured is not limited to information on the form or on the view.
What happens if I add new attributes to an entity that is being archived?
Our archival process will detect that new attributes have been added and will begin archiving those new attributes as well. There are no additional steps required.
What happens if I delete an attribute from an entity?
Our storage will maintain all historic information that was already archived, even though the field has been deleted.
Additional capacity and overages. Is there an easy way to see what my overages (additional capacity) are and if your solution can help us?
Yes. Assuming you are an administrator of your database, go here:
The Capacity screen will show you what your Storage Capacity Usage is. On the right-hand side of the screen, you will see a section/table called Storage Capacity, By Source. Under Source, one of the line items in that table will be Additional Capacity. You will see three columns: Database, Log, and File. The key number to focus on to see if our solution can help you is your Additional Capacity Database size. If you share this number with us, we can let you know how much money we can save you.
How does your application handle authentication?
We support three different authentication protocols:
  1. OAUTH.
  2. Application ID and Application secret.
  3. Service Account.
In the store solution what is the difference between ARCHIVE and DELETE?
Let’s begin by focusing on the core of what our solution is doing. store is providing you with the ability to reduce the size of your Microsoft Dynamics 365 database by ARCHIVING data over to a secondary database instance provided by the store solution. The reduction of the size of the Microsoft Dynamics 365 database is what will allow store to save you money. The important concept to understand is that when you ARCHIVE data over to store, that DELETES that same data from your Microsoft Dynamics 365 database. The only time this is not the case is when you are in a trial with the store solution. During a TRIAL, your data WILL NOT BE DELETED. The beauty of store functionality is that even though data has been DELETED from Microsoft Dynamics 365 and moved over into the database provided by store, you (the Dynamics 365 user), can still access the data in store through the Dynamics user interface, just as if the data were still in Dynamics 365. So, unless you tell your users the data is no longer in Microsoft Dynamics 365, they won’t even know.

store… because the last thing you delete is the next thing you need!