How To Backup and Restore Your Microsoft Dynamics 365 Accounts

Microsoft Dynamics 365 is a powerful CRM software used by businesses of all sizes. The software includes features like customer relationship management, sales, marketing, and supply chain management. Because Microsoft Dynamics 365 is so complex and granular, it’s important to back up your data regularly in case something happens to your computer or data storage. Backing up your data ensures you can restore your system to its previous state if something goes wrong. Additionally, restoring old data can help you update or upgrade your Microsoft Dynamics 365 system. Additionally, it is possible to restore an account if it becomes damaged or lost. Microsoft dynamics backup can be performed offline as well.


If your Microsoft Dynamics 365 account is compromised, you may need to restore it to its original state. This can be done in a few different ways, depending on the version of Microsoft Dynamics 365. Microsoft Dynamics 365 is a great system for businesses of all sizes. But what do you do if you accidentally delete your account? Don’t worry; we have the solution for you. Microsoft dynamics backup and restore is a great way to get your account back up and running as if nothing ever happened.


Steps To Backup Your Microsoft Dynamics 365 Account:

1. Open the Microsoft Dynamics 365 admin portal. If you are not already logged in, click on the Admin icon in the top left corner of the main screen and enter your credentials.

2. In the Accounts section, under Account settings, click on Backup & Restore.

3. In the Backup & Restore window, under Account types, select Microsoft Dynamics 365.

4. In the Select a backup location section, select a storage location to store your backup file. You can also back up your data to an external hard drive or cloud storage service such as DropBox or iCloud.

5. Click on Start Backup. Your backup process will begin and will take some time to complete. When it is finished, you will be returned to the Backup & Restore window.


Steps For Manually Restoring Your Backup

1. Open the Microsoft Dynamics 365 admin portal and enter your credentials again if you are not already logged in.

2. In the Accounts section, under Account settings, click on Restore & Update Accounts.

3. In the Restore & Update Accounts window, under Account types, select Microsoft Dynamics 365. 4. In the Select a restore location section, select a storage location to restore your account to.

5. Click on Start Restore. Your restoration process will begin and will take some time to complete. When it is finished, you will be returned to the Restore & Update Accounts window.


System Backups:

It is important to have regular backups of your Microsoft Dynamics 365 system in order to protect your data. A system backup captures all of the data and configuration settings on your computer. You can use this information to restore your system if it becomes damaged or if you need to migrate it to another computer. For system backups, you need to consider the following important points:


  • Depending upon the workload, copying and restoring operations might accomplish the task in 8, 24, or 48 hours.

  • All the default operating systems, apart from Trial operating systems (standard and subscription-based), will be backed up.

  • Backups happen automatically. The core system involved is Azure SQL Database. See SQL Database documentation for more information.

  • For environments where the Dynamics 365 applications database or one or more Dynamics 365 apps have been installed, system backups are retained for 28 days. If the environment does not have Dynamics 365 apps installed on the Dynamics 365 database, a backup will be retained for seven days. For sandbox environments, system backups will be retained for seven days.

  • Audit logs created when the environment was restored to an earlier time and maintained will not be deleted. For example, if the environment returned to a previous state at one time t1, then all the audit data for the environment will be available, including those that were created after t1.


Restoring A System Backup:
  • Restoring a system backup is a simple process that can be done using the Microsoft Dynamics 365 Backup and Restore tool. After initiating the restore process, you will be prompted to select a backup file. You can then choose to restore the entire system or specific applications or databases.

  • Head to the environment [tap the environment option] > then tap Backups > Finally, tap the Restore option or manage option.

  • Next, you can select the System tab

  • To select a system backup to restore, select a date in the past and a time in the future, then click Continue.


Final Thoughts:

There are a few things to keep in mind when backing up your Microsoft Dynamics 365 accounts. First, be sure to create a backup that includes both the data and configuration files for your account. Second, make sure you have a recent copy of the Microsoft Dynamics 365 installation files on your local machine in case you need to restore your account. Finally, be sure to restore your account backups on a regular basis in case something happens to the system that requires you to recover your data.


4 views0 comments

Recent Posts

See All