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The Microsoft Dynamics CRM 2016 Update 1 includes a new feature for Backup and Restore. Backup and Restore lets you create on demand backups that you can perform on any CRM Online organizational instances. This feature creates and restores the organizational instance any time a backup or restore is necessary, without the need to create a support ticket. In today’s blog, we show you how to use this nifty little feature!

Restore CRM Online Instances

Here are the steps to use the Backup and Restore feature:

1. Open the CRM Online Administration Center.

2. Click Backup & Restore.

3. Choose the instance you want from the drop down list.

Restore CRM Online Instances

The Backup and Restore functionality has two types of backups: On Demand and System backups.

Daily System Backup: These are created automatically with no user intervention and includes these features:

  • All instances are backed up.
  • System backups occur daily.
  • System backups are retained for up to three days.
  • System backups do not count against your storage limits.

Restore CRM Online Instances

On Demand Backup: CRM Managed

The On Demand CRM Managed backup is the preferred option when making significant changes or customizations to your organization. This backup can be used to test and validate solution deployment procedures. Having a backup on demand allows you to create a restoring point that can prevent configuration or data loss.

Similar to automated backups, these are the features included:

  • You can backup Production or Sandbox instances.
  • You can only restore to a Sandbox instance. To restore to a Production instance, first restore to a Sandbox instance.
  • Only CRM Online 2016 Update 1 or later versions are supported for backup.
  • On demand backups are retained for three days. Check the expiration date.

Restore CRM Online Instances

That’s all for the blog today! Now you have all the information you need to use the new administration functionality to backup and restore your Microsoft Dynamics CRM 2016 Update 1 online instances. Want to learn more about the latest version of Dynamics CRM? Check it out!

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.