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.

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.

If you prefer sending us login credentials for a service account, we can take care of the entire installation process for you.

Less than 48 hours.

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.

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.

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.

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.

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.

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.

Our storage will maintain all historic information that was already archived, even though the field has been deleted.

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.