In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Let's say you've received a notification that your Dynamics CRM Online has reached 80% storage usage. You could choose to purchase more storage, but you may also be wondering if there are ways to reduce storage usage. Below are a few options for saving space in Dynamics CRM.
1. Delete old audit history
If you have enabled audit history, one of the easiest ways to reduce storage usage is to delete old audit history logs. However, depending on your organizational practice and needs this isn't always possible. Generally, as a rule of thumb we recommend deleting audit history older than 6 months. Here are the steps to do it:
2. Change audit scope
You may wish to disable auditing for certain fields, entities or workflows to reduce future storage usage. If you are the org system administrator, follow these steps to disable auditing on a specific field:
Repeat this process for all fields you wish to disable auditing for.
To disable auditing for the entire entity, follow these steps:
3. Delete successful workflow execution log
Another method to save storage space is to delete logs for successfully executed workflows. Note that this will not delete workflow unsuccessful execution logs in case you wish to troubleshoot the error. Depending on your organization's practices this may not be possible, but for those organizations that don't need to store these kinds of records, follow these steps to disable workflow execution logs:
This option is checked by default on background workflows and on real-time workflows this option does not exist.
4. Delete old/irrelevant data
PowerObjects does not recommend deleting data as a method of reducing storage usage. However, in specific cases deleting old or bogus data is a reasonable business decision. If you are debating whether you should delete your data or not, PowerObjects can help you determine the best decision for your business.
5. Move email attachments to SharePoint
One of the common reasons to run out of storage space are large email attachments. Did you know that with the PowerAttachment add-on you can strip email attachments, store them in SharePoint and still maintain the connection between the email message and the email attachment? This is a great solution for those organizations that are concerned about data storage cost, as storing data in SharePoint is about 10 times cheaper than storing it in Dynamics CRM! You can try PowerAttachment free for thirty days and can download it here.
6. Move photo attachments to SharePoint
Similarly, if your organization uses PowerPhoto to store multiple large images per record, you will quickly run out of space in your Dynamics CRM. Just like migrating email to SharePoint, migrating photos need not be a painful process. PowerObjects can save you money by utilizing cheaper storage location without interrupting your business processes and productivity.
Questions? Wondering what your best options are for saving space? The experts at PowerObjects are happy to help--reach out today!
Happy CRM'ing!