---
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title: Get Started with 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_get_started.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.br_o_microsoft_get_started.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4a6a2cb5c07623827728619c48e1f4e01c75a6f41d8a39724172e377da9bf55e
description: 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.
products:
  - Security
  - Salesforce Platform
release: "264"
---
# Get Started with Backup & Recover for Dynamics

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.

- Creating an Account: [Sign Up and Sign In to Own from Salesforce Platform](https://help.salesforce.com/s/articleView?id=platform.platform_o_sign_up_and_in.htm&release=264.0.0&type=5 "Sign up for an Own from Salesforce Platform account. Sign in using Single Sign-On (SSO) or a password. Manage account security by resetting or changing your password and unlocking your account if it's blocked.") explains how to create an account and begin using Own services.
- Configuring Single Sign On (SSO): [Enable Single Sign-On](https://help.salesforce.com/s/articleView?id=platform.platform_o_single_sign_on.htm&release=264.0.0&type=5 "Own from Salesforce supports single sign on using SAML 2.0. Instead of relying on local authentication for password and security policies, you can set your own authentication using your managed Identity Provider.") explains how to configure Single Sign On for an account.
- Adding a Service: [Protect Your Data with Backup Services for 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.") explains how to add and configure services in Backup & Recover.
- User Roles: [User Roles](https://help.salesforce.com/s/articleView?id=platform.platform_o_user_roles.htm&release=264.0.0&type=5 "Roles are assigned to users per business unit to provide them permission to perform specific actions. Users can be assigned to one or more specific business units with a different role in each business unit.") explains what user roles are, what each role can do, and role-based access control.
- Regions and IP Addresses for Allowlisting: [Considerations When Selecting an Own Region](https://help.salesforce.com/s/articleView?id=platform.platform_o_aws_regions_for_allowlist.htm&release=264.0.0&type=5 "When you limit network traffic to Salesforce, add these IP addresses to the list of Login IP Ranges. This will let Own connect to your environment.") explains which regions and IP addresses require allowlisting.
- Configuring IP Address Restrictions: [Configure IP Address Restrictions](https://help.salesforce.com/s/articleView?id=platform.platform_o_config_ip_address_restrict.htm&release=264.0.0&type=5 "Master Admins can configure what IP addresses are allowed to access the Own Data Platform. Changes to Permitted IP settings affect all the regions in the account.") explains how to configure IP address restrictions.
- Dynamics Permission Requirements: [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.") explains specific authenticated and backup user requirements for backing up and restoring data.
- Common Errors and Warnings: [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.") provides a list of issues a user may encounter and their resolutions.
- Using the API: [Accessing Own through the Own API](https://help.salesforce.com/s/articleView?id=platform.platform_o_access_through_api.htm&release=264.0.0&type=5 "Own provides API access through all pricing plans with the purpose of letting you manipulate and export some of your jobs and data.") explains how to access data using the API.