6 Tips for Managing Dynamics 365 CE and Power Platform Data Storage

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As businesses increasingly rely on Dynamics 365 Customer Engagement (CE) and Power Platform to manage their customer base and daily operations, managing data storage becomes crucial. With the constant influx of data, companies can face additional storage costs or even exceed their storage limits. However, managing storage isn’t as simple as deleting old data.

Simply removing data does not always free up an equivalent amount of storage space. For instance, deleting 10 MB of data might not result in 10 MB of available space due to the presence of associated metadata and encryption. Therefore, businesses need to adopt efficient storage management practices to make the most of their storage spend.

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6 Tips for Managing Your Dataverse Storage in Dynamics 365

There are several simple strategies to keep your storage space optimized for your company’s needs. Here are 6 of our top tips.

1. Regularly Monitor Storage Usage

Keeping an eye on your storage usage is essential. By regularly checking the Power Platform Admin Center, you can stay informed about your current storage consumption. This helps in planning and managing future storage needs more effectively. Regular monitoring keeps you abreast of your data needs and helps you manage them proactively.

2. Implement a Data Archiving Process

Archiving old and less frequently accessed data can significantly reduce storage costs. Moving this data to more cost-effective solutions like Azure Data Lake is a practical approach. Tools like Data Flows or Azure Synapse Link can automate this process, making it easier to manage large volumes of data without manual intervention.

3. Leverage Microsoft’s Best Practices

Microsoft provides comprehensive guidelines for managing Dataverse storage. These include optimizing data retention policies, cleaning up unused environments, and reducing the size of your database. Following these best practices can help you maintain an efficient storage system, ensuring that you use your resources wisely.

4. Utilize Data Flows for Data Movement

Data Flows in Microsoft Power Platform allow seamless movement of data from the Dataverse to Azure Data Lake. This tool is particularly useful for managing data efficiently. However, it’s important to note that Data Flows do not handle Create, Update, and Delete operations, so additional tools may be necessary for complete data management.

5. Configure Azure Synapse Link

Azure Synapse Link is a powerful tool for moving data to Azure Data Lake while also managing data deletion. Although it requires additional setup for full functionality, including data cleanup, it provides a robust solution for comprehensive data management. Configuring Azure Synapse Link can streamline your data processes and improve storage efficiency.

6. Efficient Use of PrincipalObjectAccess (POA)

The PrincipalObjectAccess (POA) table is a crucial aspect of storage management in Dynamics 365. Efficient use of the POA table can prevent excessive storage consumption caused by record sharing to circumvent security role limitations. Understanding and managing the POA table properly ensures that your storage is used effectively, reducing unnecessary data bloat.

Expert Guidance for Data Storage Management in Dynamics 365

Effective data storage management in Dynamics 365 CE and Power Platform involves a combination of strategies and tools tailored to your specific needs. Regular monitoring, implementing archiving processes, leveraging best practices, utilizing data flows, configuring Azure Synapse Link, and efficient use of POA are all critical components.

At Western Computer, we provide expert guidance and support to help you design and implement these solutions. Our team is dedicated to ensuring your business runs smoothly with optimized data management solutions.

Ready to Optimize Your Data Storage?

Contact us today to learn more about how we can assist you in implementing these best practices and optimizing your data storage solutions. Let’s work together to make your data work for you.

 

By Western Computer | www.westerncomputer.com

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