Archive tax transactions
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Apr 1, 2024 |
Jun 7, 2024 |
Business value
Organizations are running low on storage space due to large quantities of data. They are 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 data set. This will help reduce costs and improve performance of the system.
Feature details
This feature archives tax transactions data in Dynamics 365 Finance. Within the archival workspace, organizations can choose the specific fiscal year's data they wish to archive. Once selected, the tax transactions from the chosen fiscal year are seamlessly and securely moved to historical tables within Finance, as well as to 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 (docs)