The Microsoft Dynamics 365 Connector Built for ERP and CRM Data Archiving
Archive Dynamics 365, AX, and NAV data: Finance, Operations, Sales, HR. Reduce your Azure storage footprint and stay audit-ready.
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Microsoft Dynamics 365 Data Archiving, Done Right
Archon’s Microsoft Dynamics 365 Connector extracts data from Dynamics 365 Finance, Operations, Supply Chain, Sales, and HR modules via the Dynamics OData API and direct Azure SQL database access, archiving historical records into ADS. Historical data is removed from the active Dynamics environment, reducing Azure SQL storage consumption and licensing complexity, while remaining fully searchable and accessible from the archive.
Whether you’re upgrading from Dynamics AX or NAV to Dynamics 365 cloud, managing Azure storage costs on a mature Dynamics 365 Finance and Operations deployment, or responding to a financial audit requiring access to records from three tenants ago, Archon handles the Dynamics-specific extraction nuances: OData API pagination, Azure AD authentication, entity metadata preservation, and full compliance controls from ingestion.
- Dynamics 365 OData API and Azure SQL Server JDBC extraction supported
- Dynamics AX 2009/2012, NAV, D365 Finance & Operations, and Business Central
- Finance, Operations, Supply Chain, HR, Sales, and Customer Service modules
- Azure AD OAuth 2.0 and Service Principal authentication
- Cross-application search via Archon Analyzer, no Dynamics license post-archive
Capabilities
Everything You Need for Microsoft Dynamics 365 Data Operations
Lower Azure SQL Footprint
Archiving historical Dynamics 365 Finance and Operations data to ADS directly reduces Azure SQL storage consumption, lowering Azure infrastructure costs, and simplifying Dynamics database administration. Archived data remains accessible from ADS free from Azure SQL footprint.
Complete Entity Metadata Preservation
Dynamics entity metadata, field labels, data types, relationships, and picklist values are preserved alongside archived records in ADS. OData entity definitions and Dynamics data model relationships are maintained for full queryability via Archon Analyzer.
Audit-ready Financial Compliance
Every archived Dynamics GL, AP, AR, and fixed asset record is securely hashed, timestamped, and immutable from the time of ingestion. SOX 7-year financial retention, GDPR data lifecycle management, and employment law HR record retention are enforced through Archon's policy engine.
Legal Hold and eDiscovery
Apply entity-level legal holds on specific Dynamics HR, finance, or sales records during employment disputes or commercial litigation. Archon's eDiscovery workflows surface Dynamics records with full metadata and chain-of-custody for disclosure under FRCP and CPR rules.
Use Cases
How Enterprises Use the Microsoft Dynamics 365 Connector
01 Legacy Dynamics AX or NAV to D365 Cloud Migration
Archiving Dynamics AX or NAV historical data before migrating to Dynamics 365 cloud is the primary use case. Archon extracts the full AX or NAV dataset, archives it in ADS, and eliminates the need to maintain on-premises Dynamics infrastructure post-migration.
02 Database Size Optimization
Mature Dynamics 365 Finance and Operations deployments accumulate large Azure SQL databases with years of inactive historical data. Archon archives data beyond the active reporting window to ADS, reducing Azure storage costs while maintaining compliance access, typically reducing D365 database size by 40–60%.
03 Financial Audit and SOX Compliance
Statutory auditors and tax authorities require access to Dynamics GL, vendor ledger, and customer ledger records going back 7 years. Archon archives the complete Dynamics financials history with SOX-compliant immutability and makes records retrievable for audit on demand.
04 CRM Data Archiving and GDPR Compliance
Dynamics 365 Sales accumulates years of customer interaction history, opportunity records, and pipeline data. Archon archives inactive CRM records with GDPR data retention controls, applying retention schedules to customer data based on consent status and legitimate interest basis.
Technical Specifications
| Connection Method | Dynamics 365 OData API |
|---|---|
| Supported Versions | Dynamics 365 Sales, Customer Service, Contact Center, Field Service, Customer Insights |
| Modules Covered | Finance, Operations, Supply Chain, HR, Sales, Customer Service |
| Output Format | Parquet, Avro, XML, CSV, TXT, TSV, CSV, Excel |
| Metadata Handling | Dynamics entity metadata, table relationships, field labels preserved |
| Transformation Rules | Dynamics date/currency handling, entity normalization |
| Authentication | Azure AD OAuth 2.0, Service Principal |
| Retention Management | SOX, GDPR, and employment law-aligned retention with WORM controls |
| Deployment | Cloud (Azure) · Hybrid |
| Security & Compliance | TLS 1.3 in transit · AES-256 at rest · SOX · GDPR · Employment Law |
How It Works
Up and Running in 4 Steps
01
Connect to Dynamics 365
Authenticate via Azure AD OAuth 2.0 or Service Principal. Archon auto-discovers all Dynamics entities, metadata schemas, field definitions, and OData endpoint configurations.
02
Map & Configure
Define entity scope, extraction depth, retention policies, and SOX/GDPR-specific archive schedules. D365 templates cover Finance, Operations, HR, and Sales patterns.
03
Validate & Preview
Run a dry-run against a sample entity set. The quality report validates OData API completeness, entity relationship preservation, and field mapping accuracy.
04
Archive & Monitor
Execute the full extraction with real-time progress tracking. Cryptographic hashes applied per record. Azure SQL footprint reduced immediately as records are removed to ADS.FAQ
Common Questions About the Microsoft Dynamics 365 Connector
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1. Does Archon support both Dynamics AX on-premises and Dynamics 365 cloud?
Archon supports both Dynamics AX on-premises and Dynamics 365 cloud environments.
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2. How does Archon authenticate to Dynamics 365 instead of storing Microsoft credentials?
Archon uses secure OAuth-based authentication with tokenized access instead of storing credentials.
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3.Can Archon archive specific Dynamics modules instead of extracting the full ERP?
Archon enables selective, module-level archiving without full system extraction.
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4. How does archiving Dynamics 365 Finance data reduce Azure SQL storage costs?
Archon reduces storage costs by offloading historical and inactive data from Azure SQL.
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5. Does Archon support GDPR right-to-erasure for Dynamics 365 customer records?
Archon supports controlled deletion and anonymization to meet GDPR compliance.
Ready to archive your Microsoft Dynamics 365 data and retire the dependency?
Talk to an Archon integration specialist at archondatastore.com. Free consultation, no commitment, reply within 24 hours.
