Introducing the Customer Balance Statistics Deletion Job in Dynamics 365 Finance & Operations!

by | May 30, 2024

What’s new or changed in Dynamics 365 Finance 10.0.40 (June 2024)

We are thrilled to announce a new feature in Dynamics 365 Finance & Operations (D365 F&O) designed to help you manage your data more effectively and maintain optimal system performance: the Customer Balance Statistics Deletion Job.

What is the Customer Balance Statistics Deletion Job?

The Customer Balance Statistics Deletion Job is a powerful new tool that enables organizations to delete outdated or unnecessary customer balance statistics from their database. This feature helps improve system performance, reduce storage costs, and ensure compliance with data retention policies.

Users can now efficiently manage long-term data that’s stored in the Customer balance statistics table. This enhancement includes a Delete outdated balance statistics records periodic task that removes unnecessary records from the table. Therefore, it alleviates potential performance impacts that are associated with data overload. Customer balance statistics deletion job is enabled in Feature management.

Key Benefits

    1. Improved System Performance
      1. Optimized Database: By removing obsolete data, the database is more efficient, leading to faster query responses and overall system performance.
      2. Reduced Clutter: Keeping only relevant data ensures your system remains agile and responsive.
    2. Cost Savings
      1. Lower Storage Costs: Deleting unnecessary data can significantly reduce storage requirements and associated costs.
      2. Efficient Resource Utilization: Free up system resources for more critical operations and processes.
    3. Enhanced Compliance
      1. Data Retention Policies: Ensure compliance with data retention policies by systematically removing data that is no longer needed.
      2. Regulatory Compliance: Help meet regulatory requirements regarding data privacy and storage.

How It Works

The Customer Balance Statistics Deletion Job is designed to be user-friendly and highly configurable:

      • Scheduled Jobs: Set up the deletion job to run on a regular schedule that suits your business needs.
      • Customizable Criteria: Define specific criteria for data deletion, such as date ranges or specific customer accounts.
      • Comprehensive Logs: Maintain detailed logs of deleted data for auditing and compliance purposes.

Share Your Feedback

Your feedback is invaluable to us. If you have any suggestions or questions about the Customer Balance Statistics Deletion Job, please reach out to our support team or join our community forums to share your insights and experiences.