Breaking news from around the world
Get the Bing + MSN extension
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | View virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Talent TechTalks | Upcoming TechTalks
Hi i want to archive my lead record which is created 30 days back, how can archive this requirements.let me brief.
Is your source environment Online or On-Prem? Not sure from your question if you are trying CRM Online to CRM On-Prem or CRM On-Prem to SQL.
I think regardless, there is no way of archiving without some work.
I would think of a few approaches:
SSIS package to run nightly, find closed leads that are 30 days or older, copy them to a separate instance (using Kingswaysoft for example), and after copy delete them from source environment.
You can write an Azure function connected to your environments to do that as well. You might need ASB for that as well (Azure Service Bus). Can't tell you exactly since I don't know how your environments look like.
Finally, you should be able to do this from a scheduled Flow.
Hope this helps.
Below post may help you:
From your question, its not obvious as to where you want to archive the leads.
Do you just want to change the status of them to be Archived in the same CRM, instance or do you want to copy the lead data to an achieve entity in the same instance, if so you should be able to achieve this using workflow or flow or custom code
If you want to archive to an external source, Like Aric mentioned, you could use SSIS or custom code to achieve this.
If any of the suggestion does not help to resolve your issue, please share more details on where the archived lead is going to be stored and do you want to remove or just change status of archived leads
My requirements is On-Premise Environment
And suppose we have bulk lead records on lead entity (10k) which is created between the period of 4 months(say Jan to April), all are active ,
I Want show only records in lead entity which is created between last two month ( Jan and Feb's month record ) not other records
But in 2nd case show only lead records which is belong to last two month ( March and April month's records) how can achive this ??
If you do not want to delete these leads and if you only want to hide them from views you can update all the views to only return leads that are created on in the Las X days
If this won't work for you let us know and provide a bit more detail and we should be able to help
Yes Kokulan we can Achive my requirement by creating personal Views but (i am on On- premise Environment) my requirement is i want to put first two months data on MS CRM, and after that last two month data i want to fetch from Database , it is possible or not??
Business Applications communities