Dataverse Data Archiver

Data Archiver for Dataverse

Reduce your storage problems in Dynamics 365 with our archiving tool.

What is DDA?

Data Archiver for Dataverse (DDA) is an add-on built for Dynamics 365 that intelligently moves the Emails with their attachments to Microsoft SharePoint for reducing the storage overhead on Dataverse.

The primary purpose of the product is to free up the space used by emails over time in D365 to avoid the costly monthly recurring costs for D365 storage. Email activities and attachments account for more than 60% of D365 Database storage.

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Problem Statement

Microsoft Dataverse (Dynamics 365) provides storage of only 10 GB across multiple instances for data storage. It does provide additional storage for files and logs. 10 GB is generally low for an organization using D365 and Dataverse for their daily operations mainly using the Email syncing feature of D365. With our experience from multiple implementations across different organizations in different countries, we have observed that most of the storage is used by emails and email related data (activity pointer, attachments etc.). We have observed that more than 50% of the data is occupied by email related tables. Buying additional storage is expensive and will add $40 per GB per month to your D365 budget, and the storage will keep on increasing.

Alternate Solution

DDA Solution

  • Data Archiver for Dataverse (aka DDA) is a D365 Add-on which intelligently moves the Emails with their attachments to an alternate storage – Microsoft SharePoint for reducing the storage overhead on Dataverse (Dynamics 365).  
  • Never have to leave your D365 UI to see the archived data by adding native user interface to access the emails.
  • Turnkey solution which allows you to configure email retention in D365 and automatically deletion job eliminating maintenance concerns.
DDA Solution

Alternate Solution

Below are some alternative solutions for saving storage space.  

Delete/ Purge old emails in D365 after certain period – This solution will not work for all users who do not want to delete the emails or may have compliance issues with deleting emails. 

Export to Azure Data Lake – Azure Data lake is cost effective, and works well if you just want to archive the old data. But if you want to access the emails and want to read email with formatting, this solution won’t work again. 

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Product Features

Free Up 365 Space for Emails and attachments
Free Up 365 Space for Emails and attachments

Our add-in helps to optimize your Dynamics 365 storage by freeing up space occupied by emails and their attachments, allowing you to maximize the use of your existing storage capacity.

Secure storage–Data does not leave the client tenant
Secure storage–Data does not leave the client tenant

Our Dynamics 365 add-in ensures that your data remains secure by providing a storage solution that does not require data to leave your tenant. This feature ensures the protection and privacy of your data, while freeing up storage space in your Dynamics 365 instance.

Native D365 User interface for emails
Native D365 User interface for emails

Our add-in offers a seamless integration with the native Dynamics 365 user interface for accessing emails. You can easily access your emails without having to switch to a different interface, ensuring a smooth and efficient user experience.

Export Emails with attachments in Zip format
Export Emails with attachments in Zip format

This feature allows users to export emails and their attachments in a compressed ZIP file format, making it easy to save and transfer large volumes of data. The exported files retain their original format and can be easily accessed and opened with standard software. This can be particularly useful for archiving or backing up important emails and attachments.

Full Text search for emails and related attachments
Full Text search for emails and related attachments

With our add-in, you can easily search for specific keywords or phrases in your emails and their related attachments. This feature saves you time and effort by quickly finding the information you need, without having to manually go through each email and attachment.

Automated Periodic Email Deletion
Automated Periodic Email Deletion

Automated Periodic Email Deletion is a feature of our Dynamics 365 add-in that helps organizations manage their email storage by automatically deleting old and unnecessary emails on a scheduled basis. This reduces the risk of reaching storage limits and ensures that the most relevant and current data is retained. The deletion criteria can be configured based on age of the email. With this feature, organizations can maintain optimal storage capacity and improve system performance.

Key Points

One time Configuration
One time Configuration
Storage Management
Storage Management
Automatic working
Automatic working
Cost Efficient
Cost Efficient

FAQ's

Below are the technologies used and customers must have required licenses to ensure successful working of the add-on.

  • SharePoint Online
  • Dataverse/Dynamics 365/PowerApps Premium

 

You can search for a model driven app named DDA and go to menu from left panel named DDA Configuration.

No. End user does not need to have SharePoint license to access emails stored by our add-on.

Yes. You can use configuration page to configure how many month's data should be retained within Dataverse.

Irrespective of these settings, the emails get pushed to SharePoint as soon as they are received in Dynamics 365.

Only emails & email attachments are pushed from Dynamics 365 to SharePoint. Our add-on does not archive any other type of records.

No. We use customer's Azure account to setup required services within customer's region. Then the data migration is performed in the background in customer's Azure tenant. No data is sent outside your tenant during migration.

Yes. When you open any email record, you can see a button in menu named Push to SharePoint. When clicked, the operation will be queued to push to SharePoint. If email status is either Draft or Pending Send, then email will not be migrated.

No. Our product cannot restore the data into Dataverse once it is deleted. However, the add-on deletes the data based on the settings configured as well as if the migration status for the emails is set to Success.

For data migration, below services will be enabled and consumed in your Azure Tenant.

  • Azure Functions
  • Application Insights
  • Key Vault
  • Azure Storage Account
  • Entra ID App

Above services will incur approximately $50 for processing ~250,000 email records.

Our add-on does not claim 100% email migration. The add-on tries to maintain above 95% of success ratio of data migration. The core reason behind not having 100% success ratio is due to limitation of SharePoint APIs to consume maximum number of bytes in single API calls which cannot be further divided into multiple chunks or sometimes emails/attachments stored in might be corrupted which results in failure.

However, no email records are deleted until its migration status is found as success.

 

Yes. You can install the add-on from AppSource and activate your 7 days free trial from configuration page after installing the solutions.

Both trial and paid versions provide access to all features of the add-on. However, there are below points to be considered about trial version.

  1. The Add-on starts migrating the emails and its attachments as soon as Trial is activated and Enable Archival is turned on. It is not recommended to delete any migrated emails or its attachments during trial period, because if customer chooses to not purchase the add-on, then deleted data cannot be recovered and add-on will stop showing migrated emails.
  2. Customers are not eligible for product support during trial period.

The product installation consists of 2 stages.

  1. Add-on installation and configuration: It takes approx. 30-60 minutes to finish installation and configuration of the add-on.
  2. Initial data migration: The data migration duration is dependent on the volume of the data. Typically, it takes a week to process 250,000 emails with its attachments.

Please reach out to us at info@nebulaaitsolutions.com and we will help you out with the next steps.

No. This add-on only has annual subscription option.

You can find the license details in Configuration page under License Status section.

When product is installed and activated, an invoice gets generated in the system with Net 15 payment terms. If you fail to pay the invoice within the due time, then subscription gets disabled and users will lose access to migrated emails as well as archiving of new emails stopped immediately until the payment is cleared. If payment is not received after 45 days from due date, then 0.5% penalty gets applied every day until payment is received.

If you make the payment within 45 days after due date, then no additional fees are charged, and product gets enabled with all features, however, any data not migrated during the disabled period of product will not be migrated by Nebulaa.

If you do not renew the add-on, its functioning will stop when your active subscription ends. This will have below impact:

  • The data migration of new emails will not happen and will again result in consumption of Dataverse storage capacity.
  • The deletion of older emails will not happen automatically.
  • Users will not be able to use our product's User Interface to access the data stored in SharePoint.
  • The data migrated to SharePoint will remain as-is, but cannot be accessed through user friendly User Interface.

We have tried best to handle any errors, however, if add-on stops working for any reasons, feel free to reach our product support team at helpdesk@nebulaaitsolutions.com.

Our add-on performs 3 retries on emails sync, and if email still does not get migrated, users can still go to individual email and click on push to SharePoint button to initiate sync again.