How to Manage Your Microsoft Dynamics 365 Storage
How to Manage Your Microsoft Dynamics 365 Storage
Managing CRM storage matters
Microsoft Dynamics 365 Online CRM provides users limited storage space. Much of this storage space will be used for your account records, but you may also be storing old e-mails and/or attachments, audit logs, and activity traces.
All this can add up. Sometimes, we see users run out of storage space entirely due to poor storage management.
As a result, they may encounter performance issues in Dynamics 365, including warnings, error messages, and poor application performance.
Where can I free up more storage space?
CRM administrators often ask us the best ways to manage their Dynamics 365 storage. We suggest you start by finding and removing some or all of these 7 common records and files that may be using up your valuable storage space:
- Suspended workflows
- Bulk email and workflow instances
- Email messages with attachments
- Notes with attachments
- Bulk duplicate detection jobs and associated copies of duplicate records
- Bulk import instances
- Bulk deletion job instances
We only recommend deleting the activities, attachments, and traces on this list. We do not recommend deleting any core data, such as customers, prospects, cases, opportunities, quotes, orders, etc.
How do I find and remove excess records and files?
These records can be found and removed using Bulk Record Deletion (bulk email and workflow instances, email and notes with attachments, bulk import instances, bulk deletion job instances), Duplicate Detection Jobs (bulk duplicate detection jobs), and/or Advanced Find (suspended work flows, email and notes with attachments).
You can find Bulk Record Deletion and Duplicate Detection Jobs in Settings → Data Management:
Alternatively, you can start an Advanced Find query by clicking on the icon circled below:
Webinar: Increase your revenue through Cross-selling!
Learn how partnering can help you grow your business AND the benefits of offering more products and services to your clients WITHOUT the expense of building a new practice. Your clients need different technologies to run their businesses, unfortunately, you can't...
Webinar Recording: Get Marketing Smart
Join Peter Wolf, President - Azamba and Cheryl Salazar, Partner & EVP Channel & Marketing Strategy - The Marketing Group for Episode 2 of our Webinar Series: Partnering for Success | Better Together, as they talk partner marketing! The Partner...
How to Create Your Own Dynamics 365 Sales Demo
Try a Microsoft Dynamics 365 Sales Demo todayAll you'll need to see the CRM capabilities that Microsoft has to offer is simply an Office 365 account. Your demo enironment will be available for 30 or 90 days. Follow the instructions below to try out Dynamics 365 Sales...
Use Workflow, Automation, and Templates to Streamline Operations with CRM
How can you make common tasks dead simple for your account managers to perform? Most people see CRM as merely a giant data repository ... which it is. It helps you bring all your data together and get out of silos, stop using Outlook, spreadsheets, accounting data,...
Drive More Value with Your CRM by Eliminating the Noise
Is your CRM system helping your account managers to reach their goals? If you are embarking on a new CRM implementation or have had a system for years, some simple strategies can increase your success. This will make your account managers and sales reps more...
Microsoft Dynamics 365 Old Interface is Going Away – Are You Ready?
What does the new Unified Interface mean for you?
Optimize CRM during a Slowdown with These 6 Tips
It’s time to clean your digital house.
3 Simple CRM Strategies to Optimize Your Remote Office During COVID-19
It’s time to reframe what it means to work together.
How to Assign a Security Role to a User in Microsoft Dynamics 365
Assign or change security roles in 6 simple steps
An Easier Way to Boost CRM Value
Introducing Boosters for Microsoft Dynamics 365 and Sage CRM!
Dinesh Joseph is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. He trains, supports, and consults for both new and experienced Dynamics 365 and Sage CRM users. He also provides analysis and customization for both systems and their integrations.
His goal is to help his customers run their CRM systems smoothly and efficiently.
Related articles:
How to Create Your Own Dynamics 365 Sales Demo
Try a Microsoft Dynamics 365 Sales Demo todayAll you'll need to see the CRM capabilities that Microsoft has to offer is simply an Office 365 account. Your demo enironment will be available for 30 or 90 days. Follow the instructions below to try out Dynamics 365 Sales...
Use Workflow, Automation, and Templates to Streamline Operations with CRM
How can you make common tasks dead simple for your account managers to perform? Most people see CRM as merely a giant data repository ... which it is. It helps you bring all your data together and get out of silos, stop using Outlook, spreadsheets, accounting data,...
Webinar: Increase your revenue through Cross-selling!
Learn how partnering can help you grow your business AND the benefits of offering more products and services to your clients WITHOUT the expense of building a new practice. Your clients need different technologies to run their businesses, unfortunately, you can't...
Webinar Recording: Get Marketing Smart
Join Peter Wolf, President - Azamba and Cheryl Salazar, Partner & EVP Channel & Marketing Strategy - The Marketing Group for Episode 2 of our Webinar Series: Partnering for Success | Better Together, as they talk partner marketing! The Partner...