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Home > CRM Platform - Microsoft > Microsoft Resources > Viewing Live and Retained Data
Viewing Live and Retained Data
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Microsoft recently added a feature in the Filter options of Modern Advanced Find to view your retained data. By default, the search is set to show live data but the view can be changed to show retained data.

Administrators can define retention policies to specify how often to delete outdated data in tables that contain log entries and archived records. For example, cleaning up log entries can make it easier to work with more relevant data. Policies can delete data based on an expiration date, or you can add filters to include only certain expired data.

The following article provides instructions on how the required steps and permissions to create retention periods, how to create a retention policy, and more.

 

These changes can only be made by global administrators, and the Engage Team are not global administrators for your firm. 

 

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ. 
Please contact your System Administrator with questions on your firm's views and access.

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