Retention Desk Seiteninhalt

xRM Retention Desk

Know what must go. Control what gets deleted. Prove what happened.

Retention rules, data subject requests and legal holds for Dynamics 365 – with deletion only after an approval and a verified proof at the end. Inside your tenant.

xRM Retention Desk overview with open requests, legal holds and retention health

Compliant and in control with Retention Desk

Data in Dynamics 365 doesn't expire – it piles up. Retention Desk decides what may go, protects what must stay, and proves what happened. Directly in your system, without Excel and without a consulting project.

  • Data subject requests with deadlines, identity check and person map
  • Retention rules per table, country profiles and statutory minimum periods
  • Legal holds that block deletion on the server
  • Impact analysis and four-eyes approval before anything is deleted
  • Verified proof, including selective cleanup of the audit history
  • Optional AI and a Retention Desk agent for Microsoft 365 Copilot

Delete the right data – and prove it.

Person map showing where the data of a person is stored and what will be deleted

Modern data retention for Dynamics 365

Less manual work. No guesswork. Full control and proof inside the system.

Manual deletion

  • Search contacts, notes and emails by hand
  • Delete with Excel and the XrmToolBox
  • Old values stay in the audit history
  • No approval, no deadline tracking
  • No proof for the auditor

Works – until the auditor asks.

Standard platform tools

  • Bulk delete jobs per table
  • Audit logs cleaned by hand
  • No workflow for data subject requests
  • No legal holds or retention reasons
  • No verified proof per person

Better – but not built for requests and proof.

xRM Retention Desk AI

  • Requests, rules and holds in one app
  • Impact analysis before every run
  • Four-eyes approval on the server
  • Selective audit cleanup per record
  • Verified proof after every run
  • Optional AI and Copilot agent

The controlled way to delete.

Retention Desk turns deletion from a risky manual job into a controlled process with rules, approvals and proof.

Advantages of xRM Retention Desk

Data subject requests with steps from intake to proof
Requests on time

Access, erasure, rectification, restriction and objection – with deadlines per law.

Impact analysis of a retention rule
Know before you delete

Impact analysis shows what a run touches – before anything changes.

Legal holds list
Legal holds that hold

Holds block deletion on the server – also bulk deletes and cascades.

Deletion proof Verified in Scope
Verified proof

Every place read back – records, notes, audit history and Data Log.

Data map with detected tables
Find without configuration

Discovery reads metadata and finds every table with personal data.

Retention reasons
Retention reasons

An active contract keeps data – restricted instead of deleted, until it ends.

Pricing

Fair per-user pricing – simple administration

One app for requests, retention and proof. Licensed per active user, billed through Microsoft – monthly or yearly.

From $4 per user / month – get it on AppSource

Let us advise you now! info@xrmproducts.com

Controlled. Verified. Compliant.

Discover the Power of xRM Retention Desk

Data subject requests from intake to proof Retention rules with impact analysis Verified deletion proof Data map and legal holds

Key facts xRM Retention Desk

5request types: access, erasure, rectification, restriction, objection
4 eyesapproval enforced on the server before any deletion
9optional AI functions with your own key – off by default
5languages: English, German, French, Italian, Spanish

How xRM Retention Desk works

Everything runs in your own Dataverse tenant. Finding needs no configuration – deleting always needs a decision.

1

Find

Discovery reads metadata and detects every table with personal data, also custom tables and relationships. The person search finds everything that belongs to a person.

2

Decide

Rules, country profiles, retention reasons and minimum periods decide what may go. Legal holds always win. Impact analysis and four-eyes approval come before every run.

3

Prove

Runs anonymise or delete in resumable batches. Afterwards every place is read back – including the audit history – and recorded in a numbered proof.

Requirements & deployment

  • PlatformDynamics 365 / Dataverse (cloud)
  • InstallationManaged solution from Microsoft AppSource, setup wizard, no app registration
  • Data residencyAll data, requests and proofs stay in your tenant – no telemetry
  • AIOptional, bring-your-own-key (Azure OpenAI or Anthropic), off by default
  • CopilotOptional Retention Desk agent for Microsoft 365 Copilot, off by default
  • Works withxRM Audit – Data Log Center and Translation Bridge: their copies are cleaned up too

Pricing

Per active user – monthly or yearly (yearly = 10 months)

PlanUsersPer user / monthPer user / year
Starter25 – 50 (minimum 25)$4.00$40.00
Team51 – 250$3.30$33.00
Business251 – 500$2.70$27.00
Corporate501 – 1,000$2.25$22.50
Enterprisemore than 1,000$1.90$19.00

Every plan starts with a free first month. Prices in local currency on Microsoft AppSource. Group-wide agreements as a private offer.

Frequently asked questions

How is this different from bulk delete and the standard tools?

Bulk delete removes records per table. Retention Desk adds what is missing for data protection: requests with deadlines, legal holds and retention reasons, impact analysis, four-eyes approval, cleanup of the audit history and a verified proof.

Does it delete anything automatically?

Never without a decision. Records are anonymised or deleted only after an approval or by rules you have approved, and legal holds and minimum periods always win.

What about the audit history?

Retention Desk removes the audit entries of exactly the records concerned – including the entry of the deletion itself – and checks the result again.

What about backups and copies outside Dataverse?

Backups, Synapse Link copies, exported files and external systems are outside what the app can check. The proof names them, so nobody claims more than was verified.

Does any data leave our tenant?

No. Requests, rules and proofs stay in your Dataverse. AI is optional and uses your own key; without AI nothing leaves the tenant.

Are the country profiles legal advice?

No. They are templates that help you start. You check and adapt them to your organisation.