Securing your data and ensuring continuous availability of service in customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation) are critical.
Microsoft has announced the availability of on-demand backups for Dynamics 365. This tutorial will lead you through creating a backup and restoring the system with a dynamics 365 backup solution.
Create a manual backup in Dynamics 365
1.) Access the Office 365 portal as an administrator.
2.) Select Admin > Admin Centers > Dynamics 365 from the drop-down menu in the upper left.
This will take you to your Dynamics 365 Admin Center, where you can see all of your CRM instances, including sandboxes and operational environments. You might only see a couple of instances here and there, or even just one if that’s all you have.
When you click on an instance, you can see detailed information about it, including a copy function.
3.) From the drop-down menu, select the Backup and Restore option.
4.) Click on New Backup after selecting the instance for which you want to generate a backup.
You can give the backup a name on the label, and then add comments to it if you need further information.
5.) Press the Create button.
The backup will be marked as available after it has been created.
Restore from a backup in Dynamics 365
1.) Select the backup instance you wish to restore from in the Dynamics 365 Admin Center.
2.) You’ll find options for this manual backup on the right-hand side. From the backup, you can Edit, Delete, or Restore. Choose Restore.
3.) After that, choose the data instance you want to restore.
However, you may restore your backup to a separate instance, which is a wonderful feature to have.
4.) Select Next and read the confirmation message.
5.) If everything appears to be in order, click Restore.
Congratulations! You’ve restored from your backup with ease!
Why Backup and Recovery Is Essential?
Most businesses underestimate the dangers of not protecting their SaaS data, but a ransomware assault can change that. As a result, Microsoft Dynamics 365’s vital customer experience data must be safeguarded. Data loss can occur due to a multitude of factors.
Disruptions in the SaaS platform
Microsoft and other SaaS companies ensure to keep their services up and running, but disruptions and interruptions do occur from time to time. Furthermore, SaaS providers state that they are not responsible for any data loss that may occur as a result of these outages.
Errors caused by humans
Human error is by far the most common cause of CRM data loss. SaaS data is simple to delete, write over, or lose, no matter how diligent you or your employees are.
Errors in programming
Third-party application integrations or big data migrations that you conduct within the Microsoft Dynamics 365 application can cause data loss.
Using Microsoft’s built-in backup
Microsoft, for example, frequently provides tools and procedures for backing up your SaaS data. Can you, however, rely on those backups to restore your SaaS consumers’ data? Not entirely. Data that is unintentionally erased by a user is not the responsibility of SaaS suppliers. The usage of third-party backup software to periodically backup information and data are recommended by Microsoft’s service agreement.
