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Is my Dynamics 365 CRM data backed up?
6 September 2023
The short answer is – YES.
More importantly, let’s explore how easy it is to restore your Dynamics 365 CRM data if something goes wrong.
How does backup work in Microsoft Dynamics 365 CRM?
In Microsoft Dynamics 365 CRM, part of the license (you pay for each user) will give you access to the Dataverse database where all your, and your company’s CRM data is stored.
Microsoft will back this data up to a separately managed area which is managed outside your allocated dataverse storage space.
System backups on Production environments are continuous. Meaning, any small changes are copied to the backup environment as it happens. Think of the backup of a timestamp on all changes. It is then stored for 28 days.
Additionally, your CRM and Power Platform administrator can initiate a manual backup. This is typically done when a large change or upgrade is scheduled in your environment.
Microsoft use the Azure SQL Database technology for this. You can refer to Automated Backups for more information on this.
Development and Trial environments are also backed up continuously, but these are only kept for 7 days.
How do I restore data from a backup?
As the backup is continuous, you can request a restore from any point in time in the last 28 days.
NOTE: The important thing to note here is that you cannot restore parts of the system, i.e., only the Opportunity table OR only my Contact records. The whole database with all users’ changes are reverted to the chosen restore time.
TIP: For additional security, if the administrator restores a Production environment, it will firstly be set as a Sandbox before a very specific action, by the administrator, is done to overwrite your Production environment.
Additional information on backing up your Microsoft Dynamics 365 CRM data can be found on the Microsoft learn page: Backup and restore environments
Microsoft Dynamics 365 CRM
Deliver dynamic insights to transform your sales team and build lasting customer relationships.
Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.
Connect your sales, marketing, and service teams with Microsoft 365 CRM – breaking down any data silos.
Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.
This progressive technology helps you to:
- Generate insights
- Analyse performance
- Attract new customers
- Retain existing customers
Speak to a member of the GCC team to find out more.