--- schema_version: "1" id: 271e0fe64a4397f3adee3ea3677dfe769ea746078046b4415067bdf6246881b7 title: Backup & Recover for Dynamics collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/br_o_microsoft.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 765465006d7456cd517f0c76904225288f557fc4f3759bc4684c4b24f3bd4920 description: Backup & Recover for Dynamics provides enterprise-grade protection for Dynamics 365 and Power Platform data. Automatic daily backups create precise copies of all data and proactive monitoring alerts you of any suspect changes. Incidents are streamlined for quick recovery, so you can isolate data loss, understand its scope, and restore affected data. Configure backups for any number of production instances or sandboxes, regardless of their size or complexity. Maintain compliance with internal data retention policies, industry regulations, and government mandates. products: - Security - Salesforce Platform release: "264" --- # Backup & Recover for Dynamics Backup & Recover for Dynamics provides enterprise-grade protection for Dynamics 365 and Power Platform data. Automatic daily backups create precise copies of all data and proactive monitoring alerts you of any suspect changes. Incidents are streamlined for quick recovery, so you can isolate data loss, understand its scope, and restore affected data. Configure backups for any number of production instances or sandboxes, regardless of their size or complexity. Maintain compliance with internal data retention policies, industry regulations, and government mandates. Backup & Recover for Dynamics is similar to Backup & Recover for Salesforce, but it has some important differences. The articles in this section outline settings, configurations, and considerations specific to Backup & Recover for Dynamics. - **[Get Started with Backup & Recover for Dynamics](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_get_started.htm&release=264.0.0&type=5)** Backup & Recover for Dynamics provides automated, comprehensive backup and recovery for data, metadata, and attachments through granular, point-in-time restore capabilities. Protect your data from human error, malicious activity, and data corruption in production and sandbox environments. - **[Dynamics Authenticated User Permission Requirements for Backup & Recover](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_auth_user_perms.htm&release=264.0.0&type=5)** The Authenticated User connects your Backup & Recover application to a client's Dataverse environment. Having a dedicated integration user enhances security, improves audit trails, and avoids API concurrency collisions. - **[Services Screen for Dynamics – Overview](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_services_screen.htm&release=264.0.0&type=5)** The Services Screen provides a centralized interface for managing Microsoft Dynamics backup services that protect and recover data. Perform actions related to backup service access and view service health quickly with visual status indicators. - **[Protect Your Data with Backup Services for Microsoft Dynamics](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_add_services.htm&release=264.0.0&type=5)** Safeguard your critical business information by adding a backup service to your account. After selecting a service type and completing the initial setup, backups run automatically to give you peace of mind knowing your data is secure and recoverable. - **[Backup Types for Dynamics](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_backup_types.htm&release=264.0.0&type=5)** Backup & Recover has several backup types to protect your company's data. The Own application provides clients with automatic daily backups of all Data services, including attachments, content documents, and Knowledge Base articles. - **[Backup Service Dashboard for Dynamics](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_service_dashboard.htm&release=264.0.0&type=5)** The Backup Service Dashboard for Dynamics provides a comprehensive overview of backup data and files, visual data reports, and the number of records backed up. When you select a backup service from the dashboard, the specific dashboard for that service appears. - **[Backup Summary for Dynamics](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_backup_summary.htm&release=264.0.0&type=5)** The Backup History tab for Dynamics provides a comprehensive overview of all backups in a service. View backup statuses, understand different backup types, and efficiently filter and export data for continuous data integrity and compliance. - **[Configure Dynamics Automatic Backups](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_config_auto_backup.htm&release=264.0.0&type=5)** Specify the time to run Automatic Backups for Dynamics, such as off-peak hours, to minimize the impact on system performance. - **[Backup & Recover for Dynamics Server to Server Authentication](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_server_to_server.htm&release=264.0.0&type=5)** Server to Server Authentication (also known as Service Account or Application User) is the common way apps registered on Microsoft AppSource access the Dataverse data of their subscribers. - **[Reauthenticate Services for Dynamics](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_reauthenticate_service.htm&release=264.0.0&type=5)** Maintain backup and recovery operations when you reauthenticate a service so that it can access Dynamics with the correct permissions and credentials. You can restore access and functionality to resolve issues such as an inactive authenticated user or a revoked token. - **[Dataverse Tables Included and Excluded in Dynamics Backups](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_tables_included_excluded.htm&release=264.0.0&type=5)** When planning backups for Dynamics, review the Dataverse tables you can include and exclude. - **[Synthetic Backup for Dynamics](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_synthetic_backups.htm&release=264.0.0&type=5)** When planning synthetic backups for Dynamics, review the tables that are excluded. - **[Run Backups On Demand in Backup & Recover for Dynamics](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_on_demand.htm&release=264.0.0&type=5)** If an automatic backup fails or you don't want to wait for the next scheduled backup, you can start backups whenever you want in Backup & Recover for Dynamics. - **[Aborting a Running Backup in Dynamics Overview](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_abort_overview.htm&release=264.0.0&type=5)** Use the Abort Backup feature when you want to stop a running Dynamics backup. If you discover errors during a backup or want to modify default options before the first backup is completed, you can stop a running backup. - **[Abort a Running Dynamics Backup](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_abort_backup.htm&release=264.0.0&type=5)** Stop a running backup in Dynamics to fix an error in production data, modify default backup options, or if the backup process slows down other critical jobs. - **[Backup Exclusions in Dynamics – Overview](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_exclusions_overview.htm&release=264.0.0&type=5)** Microsoft Dynamics Backup exclusions let you control backup content by creating rules to exclude items. Exclude items that you don't need in the backup for data security or to reduce the backup duration. - **[Manage Dynamics Backup Exclusion Rules](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_manage_exclusion_rules.htm&release=264.0.0&type=5)** Create and verify rules to control your Microsoft Dynamics backup content with backup exclusions. Select items that you don't want backed up and easily view them in one place with a clear audit trail. - **[Forbidden Tables in Dynamics Backup Exclusions](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_exclusions_forbidden_tables.htm&release=264.0.0&type=5)** To maintain backup and recover capabilities, there are some tables that can't be excluded from backups. If you try to create a backup exclusion rule for these forbidden tables, an error message appears. - **[Dynamics Backup History Overview](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_history_overview.htm&release=264.0.0&type=5)** The Backup History tab displays a comprehensive list of backups, including those with incomplete file downloads due to API limitations or errors. - **[Compare Dynamics Backups to Identify Record Changes](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_compare_backups.htm&release=264.0.0&type=5)** Identify record changes between two Dynamics backups by comparing them. You can analyze an entire org or focus on specific objects and their related objects. Quickly spot additions, modifications, and deletions to ensure data accuracy and integrity. - **[Weekly Backup Report in Backup & Recover for Salesforce](https://help.salesforce.com/s/articleView?id=platform.backup_recover_o_weekly_report.htm&release=264.0.0&type=5)** The Weekly Backup Report surveys active Salesforce backup services from the last seven days. The report informs you of service successes, warnings, and errors. Use the report to take action and maintain awareness. - **[How to Search within Dynamics Backups](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_find_overview.htm&release=264.0.0&type=5)** Find is an advanced full-text search capability available in all of your Dynamics backup snapshots. Find searches attachments and all fields on all standard and custom tables, fields, and more. - **[Dynamics Scheduled Export](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_scheduled_export.htm&release=264.0.0&type=5)** Automate the export of data from a service to a specified endpoint such as an S3 Bucket, SQL Azure Blob, or Snowflake. Dynamics Scheduled Export facilitates regular data backups or data sharing by automating the export process, which saves time and reduces manual effort. - **[Essential Service Options in Backup & Recover for Dynamics](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_service_options.htm&release=264.0.0&type=5)** From the Options tab, you can make specific configurations to optimize the Dynamics backup and tailor it to your business. - **[Implement the Restore Application to Recover Data](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_restore_application.htm&release=264.0.0&type=5)** The Restore application provides a comprehensive solution for restoring data based on backups to your org or instance. - **[Smart Alerts for Dynamics](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_smart_alerts_overview.htm&release=264.0.0&type=5)** Backup & Recover Smart Alerts tell you about critical changes to your Microsoft Dynamics SaaS data and metadata, such as deletions and corruptions. Configure alerts that align with your company's priorities and compliance requirements to reduce false positives and enhance data management. - **[Archive a Dynamics Backup or Sandbox Service](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_services_archive.htm&release=264.0.0&type=5)** Preserve data after a Microsoft Dynamics backup or sandbox service instance is migrated, decommissioned, or duplicated. Archiving backups stops the service from backing up new data. Access archived data for future restoration or data seeding. - **[Delete a Dynamics Sandbox Service](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_services_delete.htm&release=264.0.0&type=5)** Free up resources and storage space after a sandbox service is outdated or refreshed. Deleting a sandbox service permanently removes all data associated with it. - **[Pause a Dynamics Backup Service](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_services_pause.htm&release=264.0.0&type=5)** You can limit a vendor's access to your data during proof of concept or testing periods. By pausing instead of archiving, you can define when to resume backups and avoid losing backup coverage. - **[Dynamics Backup Retention Policies](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_retention_policies.htm&release=264.0.0&type=5)** Retention policies help you meet requirements for keeping data backed up. You can adjust retention periods and retain backups indefinitely when needed for legal procedures. - **[Verify Data Integrity with Blockchain Verify for Dynamics](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_blockchain_verify.htm&release=264.0.0&type=5)** Blockchain Verify ensures data integrity and authenticity within electronic storage, preventing fraud through verification against falsifying changes. Blockchain technology provides irrefutable evidence that backups remain unaltered, supporting regulatory compliance such as SEC17a-4. - **[Confirm Dynamics Backups are Unchanged](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_confirm_backups_unchanged.htm&release=264.0.0&type=5)** Blockchain Verify provides irrefutable evidence of backup data integrity by storing a cryptographic hash of the backup on a public ledger. Organizations can meet regulatory compliance requirements with a time-stamped audit trail of all modifications and deletions. - **[Data Privacy in Backup & Recover for Dynamics](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_data_privacy_overview.htm&release=264.0.0&type=5)** Data privacy involves the practices and measures taken to protect personal data, which helps you comply with regulations and maintain customer trust. By implementing data privacy measures, you protect personally identifiable information (PII) and mitigate risks associated with data breaches. - **[Managing API Consumption for Dynamics Backups](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_api_consumption.htm&release=264.0.0&type=5)** Admins users can set limits for API consumption, for files and attachments downloaded via the REST API, in the Options menu. - **[Backup & Recover for Dynamics – Limitations](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_limitations.htm&release=264.0.0&type=5)** When working with Backup & Recover for Dynamics, take note of these points. - **[Common Errors and Warnings in Backup & Recover for Microsoft Dynamics CRM and PowerApps](https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_errors.htm&release=264.0.0&type=5)** Check out common errors and warnings you might encounter while using Recover for Dynamics CRM and PowerApps. For each issue, we offer a clear explanation of the cause and actionable steps you can take to resolve it.