Compliance Archiving for Microsoft Dynamics

Overview

Nuclei provides Microsoft Dynamics customers with the ability to automatically export and archive any business data that is stored within Microsoft Dataverse, including: 

• CRM Email
• CRM Email Attachments
• CRM Annotations 
• Any other EntityType supported by the Dataverse Web API

As a first step, your Azure admin must authorize the "Compliance Archiving for Dynamics" archiving app. Afterwards, Nuclei will automatically retrieve and export Microsoft Dynamics content into your existing compliance archive. 

Prerequisites

• Microsoft Tenant ID
• Power Platform Environment URL 
• Security Role
• Application User

Scope

CRM Email

The following types of metadata are supported for each email:

• Activity ID
• Activity Type
• Attachment Count
• Category
• Community
• Conversation Index
• Created On
• Description
• Email Tracking ID
• In Reply To ID
• Message ID
• MIME Type
• Process ID
• Safe Description (Body Text)
• Sender
• Sent On
• Subject
• To Recipients
• Tracking Token

CRM Email Attachments

The following types of metadata are supported for each email attachment:

• Attachment ID
• Body
• File Name
• File Size
• MIME Type
• Subject

CRM Annotations 

The following types of metadata are supported for each note:

• Annotation ID
• Created On
• Document Body
• File Name
• File Size
• Language ID
• MIME Type
• Note Text
• Subject

Supported Archives

The following archiving destinations are supported for Microsoft Dynamics archiving:

• ACA ComplianceAlpha
• Dell EMC SourceOne
• Global Relay Archive
• Microsoft Purview
• Mimecast Cloud Archive
• Proofpoint Enterprise Archive
• Smarsh Digital Safe
• Smarsh Enterprise Archive
• Smarsh Professional Archive
• Veritas Enterprise Vault
• ZL Unified Archive

Getting Setup

Preparation

To obtain your environment URL: 

1. Login to the Power Platform Admin Center 
2. Select "Environments"
3. Select the target environment
4. The "Environment URL" is available in the Details pane

Setup Tasks 

1. Authorize the archiving app
2. Create a security role
3. Create an application user

Authorize the archiving app 

After providing Nuclei with your environment URL, Nuclei will provide you with the URL that can be used to authorize the archiving app:

Select "Accept" to authorize the archiving application. Afterwards, to view the application:

1. Login to the Microsoft Azure Admin Portal
2. Navigate to "Enterprise applications"
3. Select "Compliance Archiving for Dataverse"

You will need the "Application ID" when completing the "Create an Application User" step below.

Create an Security Role

In order to access Microsoft Dynamics content, you will also need to create a Security Role:

1. Login to the Power Platform Admin Center 
2. Select "Environments"
3. Select the target environment
4. Select "Settings"
5. Dropdown "Users + permissions"
6. Select "Security roles"
7. Select "New role"
8. Enter a "Role Name"
9. Navigate to the "Core Records" tab
   1. For "Activity", set "Read" access to "Organization"
   2. For "Note", set "Read" access to "Organization"
10. Navigate to the "Business Management" tab
    1. For "Read License Info", set "Read" access to "Organization"
11. Navigate to the "Custom Entities" tab
    1. For "Activity File Attachment", set "Read" access to "Organization"
12. Select "Save and Close"

Create an Application User

In order for the application to access Microsoft Dynamics content, you will also need to create an Application User:

1. Login to the Power Platform Admin Center 
2. Select "Environments"
3. Select the target environment
4. Select "Settings"
5. Dropdown "Users + permissions"
6. Select "Application users"
7. Select "New app user"
8. Select "Add an app"
9. Enter the Application ID of the archiving app, and then select "Add"
10. Select the correct "Business unit"
11. Assign the previously created security role to the application user 
12. Select "Create"

Uninstallation 

Create a new deprovisioning request with Nuclei. 

Additional Resources

Compliance Archiving for Microsoft Teams Chat

Compliance Recording for Microsoft Teams

More Information

For more information on Compliance Archiving for Microsoft Dataverse and for a demonstration of related capabilities, please contact Nuclei's sales team at hello@nuclei.ai.