How to Backup Data in Microsoft Dynamics 365 and Power Platform?

How to Backup Data in Microsoft Dynamics 365 and Power Platform

Microsoft Dynamics 365

Microsoft Dynamics 365 and Power Platform provide a variety of features to help businesses manage their operations more efficiently. Both systems offer services that assist with sales, marketing, CRM, accounting and other day-to-day tasks. But the digital nature of these solutions also means that data stored in them is at risk if something catastrophic happens. A server crash, virus attack or human error could all lead to data loss in Microsoft Dynamics 365 and Power Platform. These system databases are not resilient and don’t have built-in backups – which means that if you don’t take proactive measures to safeguard your system data, it could be gone forever. Fortunately, there are ways to protect your Microsoft Dynamics 365 and Power Platform data so it can be recovered if something bad happens. Keep reading to learn more about backing up database data in both systems and microsoft dynamics 365 crm .

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Install a Microsoft Dynamics 365 Backup and Recovery Tool

If you don’t have a robust data backup solution in place for your Microsoft Dynamics 365 deployment, you could potentially lose customer data, inventory, billing and sales records and other sensitive information. Before you start copying database data, make sure you’ve installed a backup and recovery solution for Microsoft Dynamics 365. These tools make it easy for you to create an exact copy of your database and host it offsite to protect against local disasters. This kind of solution enables you to: Create snapshots of your Microsoft Dynamics 365 database at a set interval so you have a recent copy to use if there’s a problem with your primary database. There are many options for backup and recovery tools for Microsoft Dynamics 365. Data management providers like SYNNEX, Ingram Micro, and Parature provide tools that work with your Microsoft Dynamics 365 deployment to help you meet your data protection needs.

Back Up Data in Microsoft Dynamics 365 Using SQL Server

If you’re running a SQL Server database in your Microsoft Dynamics 365 instance, you can use built-in backup features to create a database copy. Microsoft Dynamics 365 includes SQL Server Reporting Services, which can be used to create and manage a database backup. To create a database backup in Microsoft Dynamics 365, log in to SQL Server Reporting Services and click “File” and “New” to launch the New Report window. Select “Microsoft Dynamics 365” as the data source and select “Backup” as the report type. Click “Next” to proceed to the next window, where you’ll be able to specify the date, destination, name and other settings related to the backup. After you click “OK,” the backup will be created and saved to your database server.

Back up Data in Power Platform Using SQL Server

If your Power Platform database is hosted on SQL Server, you can use SQL Server Management to create database backup copies. You can use these SQL backup features to create database copies of your Power Platform database and store them on a separate server. This protects your system data in the event of a local disaster, such as a fire or flood, that could take out your database server. To create a database backup copy in SQL Server Management, log in to the server where your SQL database is located and select “Management.” Next, click “SQL Server Management Studio” to launch the application. Select “Database” from the “Objects” drop-down menu and click “New Query” to create a SQL backup of your Power Platform database. After you enter the required information and click “Execute,” the backup will begin. Store the backup in a secure offsite location so that if there’s a local disaster, you have a copy of your database to use.

Restore Data from Database Backups

If you’ve been making daily or weekly copies of your database, you can use these backups to restore lost data in Microsoft Dynamics 365 or Power Platform. These systems allow you to restore data from a backup using SQL Server Management. Log in to your SQL Server Management console and select “Databases.” Select the database from which you want to restore data and click “Restore” to open the Restore window. Set the restore options and click “OK” to start the process. While the restore is running, click “Execute” to view the restore progress. When the data is restored to your database, click “Close” to exit the SQL Server Management console.


Backing up your database protects against data loss in Microsoft Dynamics 365 and Power Platform. Install a backup and recovery solution to create daily database copies of your systems to guard against local disasters, such as floods, fires or data corruption. To protect against more catastrophic events like server crashes, use SQL Server Management to create database backups that can be used to restore lost data.

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