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Dynamics 365 ERP - Development

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Sep 5, 2024

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  • Retention periods can be adjusted as needed for data deletion.
  • Retention policies can be applied automatically or manually.
  • Automatic application creates a job queue entry to apply policies according to defined retention periods.
  • The job queue entry applies policies daily by default, but timing can be adjusted.
  • Manual application involves using the "Apply Manually" action and toggling the "Manual" option.
  • Records can be excluded or included based on filters defined in the "Apply to all records" tab.
  • Custom tables can be added to the table selection on the Retention Policy page through customization.
  • Developers can set Mandatory or Default filters on custom tables for retention policies.

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