Nicholas Talsma Power Platform Technical Team Lead

The financial records involved in Project Operations (e.g. actuals and transaction origins) get massive in Dataverse database size. Long-Term Retention can archive these records on the Dataverse itself, but the corresponding archive functionality on the ERP side does not have a "functional scenario" to handle project operations data. This causes data to be out of sync and broken if only the Dataverse data is archived.

Currently these are the only existing functional scenarios supported, per the archive documentation:

• Dynamics 365 Finance General ledger
• Dynamics 365 Finance Tax transactions
• Dynamics 365 Supply Chain Management Inventory transactions
• Dynamics 365 Supply Chain Management Inventory journals
• Dynamics 365 Supply Chain Management Sales orders

The suggestion is to add Project Operations records and/or financials as an additional supported functional scenario.

Now that the new UDE environments are administrated via the same controls as the Dataverse via the PPAC, the Schema-Only copy should allow for the ERP-side environment to similarly copy with only tables/entities/configuration without the actual data. Having only the Dataverse side copy without data in this scenario is unintuitive behavior and will cause cross-platform data issues particularly when involving financial records that have various built-in locks and safeguards on them.