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Microsoft Dynamics 365 | Integration, Dataverse...
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Advise on how to archive resolved cases from Dynamics 365 CRM

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We are trying to find a way to archive those resolved cases in our CRM either locally or online storage like SharePoint or AzureBlob. This is to reduce the overall capacity taken mostly by email contents linked to every case/s.

Maybe someone can help or explain on how to do it. Thank you!

Additional note, availing extraction Add-ons is not an option for us right now.

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  • Suggested answer
    Leco Lv Profile Picture
    on at

    Hi partner,

    There may currently be no way to archive these resolved cases in local or online storage. If it is to reduce the overall capacity occupied by email content, you can refer to the methods in the following links to delete email attachments or other content you need to clean up.

    https://learn.microsoft.com/zh-cn/power-platform/admin/free-storage-space#reduce-file-storage

    pastedimage1668069921241v1.png

    Results:

    pastedimage1668069950655v2.png

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