D365 F&O Workflow History Cleanup

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Posted on by Tristan Thor

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Hi,

We have an extensive amount of workflow history (almost 3 years worth) and would like to know if there is a way to clean these up to free up space.

Any suggestions will be highly appreciated.

Thanks,

Tristan

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Dynamics 365 Finance

Dynamics 365 Project Operations

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Adis 6,793 Super User 2026 Season 1 on at

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Hey,

I didnt find any periodic job that would do that. We also have a history worth over 3 years, however, the space is okay ~2,5GB.

Did you check in PPAC or somewhere else how big the table(s) are?

If needed you can create a class that deletes the table and then create a batch job to execute the class.

Kind regards, Adis

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André Arnaud de Cal... 305,265 Super User 2026 Season 1 on at

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Hi Tristan,

Unfortunately, at this moment there is no cleanup job available. It can cause some database growth, I do agree with you. I notified Microsoft about missing cleanup jobs before. You can upvote the next idea to let Microsoft know about priority: Microsoft Idea

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Navneeth Nagrajan 2,618 Super User 2026 Season 1 on at

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Hi Tristan,

As Andre mentioned there are no standard jobs available in D365 FO for workflow history cleanup. Also, didn't see any out of the box jobs for data archival except for some data archival classes like SourceDocumentArchiveAutomationJobRequestCreater. This does consider some of the actively running workflows.

Additionally, through custom code extension of class SourceDocumentArchiveAutomationJobRequestCreater, the tables WorkflowTrackingStatusTable, WorkflowTrackingTable, WorkflowWorkItemTable, WorkflowTrackingWorkItem tables can be considered for data archival. If the workflow history needs to be cleaned up completely without any backup archival history reference then you can consider cleaning up data from the workflow tables highlighted in bold.

References:

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/archive-custom

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/archive-data

Hope this helps.

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Jonas "Jones&q... 5,016 Most Valuable Professional on at

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Hi Tristan,

You have gotten good suggestions on how to solve this, and this reply does not provide an answer your question. You might also have discussed this already.

Before you delete the workflow history, you need to discuss this with either your own or your customer's auditor, as the workflow history might be part of the material you need to keep as part of your audit trail in some legal entities.

An example from the Danish bookkeeping law (Bogføringsloven), where it's our accountants understanding of the law, that you have to keep the audit trail (Kontrolsporet) for at least the current fiscal year + 5 years, and the workflow history for some document types IS part this audit trail: https://erhvervsstyrelsen.dk/vejledning-bogfoeringsloven#chapter5-3

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Tristan Thor 106 on at

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Thanks everyone for your responses. It's quite a shame Microsoft hasn't provided any tool/jobs available until now considering that this looks like it can be a problem long-term wise.

We're looking into Dartaverse soon and may consider using PowerApps to automate archiving or removal of these unneeded data.

Thanks again!

Tristan

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