Dynamics 365 Finance and operations apps support custom retention policies for securely archiving and retaining unlimited data for the long term in a cost-efficient way.

How it works

pre-setup

Security Role

• System administrator in FinOps
• System Administrator and System Customizer in Power Platform Admin
• Project owner or Environment manager in Lifecycle Services

Install Dynamics 365 App in Power Platform Admin Center

• Finance and operations virtual entity
• Dynamics 365 Archive with Dataverse long term retention

enable FeatureManagement

• Archive with Dataverse long term retention

enable retention job by Function area

• workspace: Archive with Dataverse long term retention