Govern the records at the heart of your business
Dynamics 365 holds your most compliance-critical data – customer records, financial transactions, and operational information across Sales, Finance, and Supply Chain. RecordPoint brings automated classification, retention, and defensible disposal to keep it all governed.
Struggling to manage data across Dynamics 365?
Sensitive data at scale
Dynamics 365 stores vast volumes of customer, financial, and operational data across multiple modules, creating significant compliance exposure without consistent governance controls.
Inconsistent lifecycle management
Without automated retention and disposal policies, organizations struggle to manage records consistently across Dynamics 365 modules, increasing regulatory risk and audit complexity.
Complex regulatory obligations
Balancing financial record retention requirements against GDPR obligations like right to erasure is difficult to manage manually across multiple Dynamics 365 modules.
Fragmented visibility
As Dynamics 365 expands across Sales, Finance, and Supply Chain, identifying what records exist, who owns them, and how long to keep them becomes increasingly difficult.
Explore real-world use cases
Governance
Govern CRM and ERP records across Dynamics 365 modules.
Retention management
Apply retention schedules to customer accounts, contracts, and transactions.
Legal holds
Place legal holds on Dynamics 365 data for litigation and audits.
Records management
Defensibly dispose of records that have met retention obligations.
Don’t just take our word for it, hear from our customers
Turn better governance into millions in savings and risk reduction.
Governance built for all your Dynamics 365 data
Gain visibility across your data estate
Connect Dynamics 365 to your broader governance platform for complete insight into CRM and ERP records across every module, region, and business unit.
Automate lifecycle governance
Apply retention schedules, legal holds, and defensible disposal across Dynamics 365 modules to keep records managed consistently against policy and regulatory requirements.
Reduce risk in your most sensitive systems
Identify records that have exceeded their retention period, dispose of them defensibly, and maintain a clear audit trail across customer and financial data.
More connectors
Access extensive integrations to unify and automate your entire ecosystem.
