✅ Dataverse Capacity Migration Checklist (2025 Update)

1️⃣ Pre-Migration Assessment

✔ Review current Dataverse & Dynamics 365 storage usage

• • Database (DB)

  • File

  • Log

  • Environment-level usage

✔ Identify high-consumption apps or workloads, such as:

• • AI agents

  • Power Automate workflows

  • Virtual tables

  • Attachments-heavy apps

  • ERP integrations

✔ Document current ERP storage usage

• • Finance

  • Supply Chain

  • Project Operations

  • Commerce

  • HR

✔ Export capacity reports for baseline comparison.

2️⃣ Planning & Architecture Review

✔ Map which environments will be impacted

• • Production

  • Sandbox

  • Dev/Test

  • Tier-2 environments

✔ Review data retention policies

• • Logs

  • Audit history

  • Plugin trace logs

  • Dataverse logs

  • Workflow history

✔ Identify opportunities to archive or compress unused data

✔ Confirm storage dependencies

• • Dataflows

  • API integrations

  • External connections

  • Custom plugins or power automate flows that generate metadata

✔ Review AI-driven workloads

• • Determine if new AI agents will increase contextual data storage

  • Align with the future “system-of-action" app model

3️⃣ Licensing & Capacity Validation

✔ Validate your capacity vs. entitlements

• • Confirm the updated unified pool amount

  • Compare with your storage predictions

✔ Update internal licensing documentation
✔ Validate whether additional capacity add-ons are needed
✔ Review the latest Microsoft Licensing Guide (Dec 2025 version)

4️⃣ Environment Preparation

✔ Enable or verify Power Platform Admin Center access
✔ Set storage alerts for high consumption thresholds
✔ Clean up unused environments
✔ Apply retention policies before migration begins

5️⃣ Migration Execution

✔ Move to unified storage model (if applicable)
✔ Reconfigure ERP apps (Finance, SCM, Project Ops) to point to unified capacity
✔ Validate workloads after migration

• • Ensure workflows continue running

  • Validate plugins, APIs, and custom connectors

  • Monitor ingestion loads

✔ Test business apps in:

• • Production

  • Sandboxes

  • Integrated systems

✔ Check file storage migration paths

• • Attachments

  • Documents

  • Images

  • AI-generated artifacts

✔ Monitor logs closely for 48–72 hours post-migration

6️⃣ Post-Migration Optimization

✔ Re-evaluate storage usage with new model
✔ Optimize data tables

• • Remove orphaned records

  • Archive historical logs

  • Clean up attachments

✔ Reconfigure Power Automate flows to reduce unnecessary logs/history
✔ Update lifecycle & governance documentation

✔ Train admins & business users on:

• • New capacity model

  • New monitoring dashboards

  • Storage governance best practices

7️⃣ Ongoing Governance Checklist

✔ Monthly storage health check
✔ Quarterly environment cleanup
✔ Annual architecture review
✔ Predictive planning for AI agent workloads
✔ Monitor Power Platform release waves for new capacity rules