Archive general ledger posted data

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically May 23, 2024 Jun 7, 2024

Business value

Organizations are running low on storage space due to large quantities of data. They're also experiencing slower performance due to the large quantity of data. The archive feature will allow customers to archive data in order to reduce the size of their dataset. This will help reduce costs and improve performance of the system.

Feature details

This feature lets you archive data in Dynamics 365 Finance. For Finance, archiving can be done again for the general ledger posted accounting entries. The archival workspace allows an organization to select which fiscal year’s data should be archived. The selected fiscal year’s data will move consistently, safely, and securely to history tables within Finance and also to Dataverse. Limited reporting can be done from within Finance on the data within the history tables. Reporting will also be available through business performance analytics (BPA) on data that is moved to the Dataverse.

The archival action can also be reversed, allowing an organization to return the data to ‘open’ tables within Finance. This should only be done when a mistake was made in moving data to history and the Dataverse.

See also

Archive data in Dynamics 365 finance and operations apps with Dataverse (docs)