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| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Apr 21, 2023 |
Jun 7, 2024 |
Business value
Over time, your company typically generates and stores a large volume of sales orders and sales order lines. Although day-to-day operations don't require these records, you might need them for historical reporting, auditing, machine learning, legal claims, and other purposes. Keeping a large volume of historical sales orders and lines in your day-to-day working environment increases storage costs and affects system performance and usability.
With this feature, you can use the archival framework to archive historical sales orders and lines based on rules. The framework removes the archived records from your day-to-day working environment and stores them in your Dataverse-managed data lake. This approach improves system performance and lowers operating costs while keeping your historical sales records available as read-only data when you need them.
Feature details
Use the data archival solution in Microsoft finance and operations apps to archive your historical sales orders and sales order lines. Administrators set up logical rules that control when and how to archive sales orders and sales order lines from the day-to-day Supply Chain Management database to the Dataverse-managed data lake. The data stays available for historical reporting, auditing, machine learning, legal claims, and other purposes.
Additional resources
Archive Dynamics 365 Supply Chain Management Sales orders data (docs)
Sales order setup (learn)