I wrote about Archiving solutions for Microsoft Dynamics CRM about 2 years ago. I still get a lot of questions from the article and from customers in the field about what they should do when it comes to archiving their Dynamics CRM data. While there is no obvious answer, my generic approach is to make sure my clients understand that they shouldn’t try to build an archiving solution before their system has become slower. They should see it more as an opportunity to perform a thorough review of their implementation and isolate the bottleneck(s) and pain point(s) and see if those can be fixed.

A few months ago, I gave a presentation on the topic that you can see below. I go from the reasons to archive data to recommendations. Hope this helps!