Backup and restore instances

Dynamics CRM 2016
 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics CRM Online

Protecting your Dynamics 365 data and providing continuous availability of service is important for you and for us. You have multiple options for backing up and restoring your Dynamics 365 (online) instances. For CRM Online 2016 Update 1, we're introducing on demand backups that you can perform on CRM Online 2016 Update 1 Production and Sandbox instances.

Good news! Some backups take place without you having to do anything.

About Dynamics 365 (online) system backups:

  • All your instances are backed up.

  • System backups occur daily.

  • System backups are retained up to three days. Check your expiration date.

    Expires On column that shows the expiration dates for backups.

  • System backups do not count against your storage limits.

  • System backups are identified as created by System on the Manage backups page.

    Backup & Restore tab in the Dynamics 365 Administration Center

See your system backups

  1. Browse to the Office 365 admin center and sign in using Office 365 Global administrator credentials. You can also sign in with Dynamics 365 System Administrator or Delegated Admin security roles.

  2. Click Admin centers > Dynamics 365.

  3. Click the Backup and Restore tab.

  4. Choose an instance from the Backups for drop-down list.

System-created backups appear under Created By as System.

System-created backups appear under Created By as System.

Automated system backups are great, but you will want to be able to make your own backups before making some significant customization change or applying a version update. You can do this with on-demand Dynamics 365 managed backups.

System_CAPS_noteNote

A backup is created for you when we update your instance.

About Dynamics 365 managed on-demand backups:

  • You can back up Production and Sandbox instances.

  • You can only restore to a Sandbox instance. To restore to a Production instance, first switch it to a Sandbox instance. See Switch an instance.

  • Only CRM Online 2016 Update 1 or later versions are supported for backup.

  • On-demand backups are retained for up to three days. Check your expiration date.

    Expires On column that shows the expiration dates for backups.

  • On-demand backups are identified as created by someone other than the System and by the presence of Edit | Delete | Restore in the details section. System backups have only Restore.

    Edit, Delete, and Restore buttons for Dynamics 365 on-demand backups.

  1. Browse to the Office 365 admin center and sign in using Office 365 Global administrator credentials. You can also sign in with Dynamics 365 System Administrator or Delegated Admin security roles.

  2. Click Admin centers > Dynamics 365.

  3. Click the Backup and Restore tab.

  4. Choose an instance from the Backups for drop-down list.

  5. Click New backup.

    New backup button

  6. Type a label and any notes to help identify this backup for future restoration.

  7. Click Create.

    Form for creating a new Dynamics 365 (online) backup.

A notification will be displayed to confirm the backup is being created. The status column in the list provides the status of the backup.

System_CAPS_noteNote

The instance remains available while being backed up.

You can use the Dynamics 365 Administration Center to delete Dynamics 365-managed, on-demand backups. You can't delete system backups.

  1. Browse to the Office 365 admin center and sign in using Office 365 Global administrator credentials. You can also sign in with Dynamics 365 System Administrator or Delegated Admin security roles.

  2. Click Admin centers > Dynamics 365.

  3. Click the Backup and Restore tab.

  4. Choose an instance from the Backups for drop-down list.

  5. Choose an on-demand backup from the list of backups.

  6. Click Delete.

    Delete backup button

  7. Click Confirm.

Edit a backup to change its label and your notes about the backup.

  1. Browse to the Office 365 admin center and sign in using Office 365 Global administrator credentials. You can also sign in with Dynamics 365 System Administrator or Delegated Admin security roles.

  2. Click Admin centers > Dynamics 365.

  3. Click the Backup and Restore tab.

  4. Choose an instance from the Backups for drop-down list.

  5. Choose an on-demand backup from the list of backups.

  6. Click Edit.

    Edit backup button

  7. Change the information as needed, and then click Save.

You can only restore to Sandbox instances. To restore to a Production instance, first switch it to a Sandbox instance, restore to it, and then switch it back to a Production instance. See Switch an instance.

  1. Browse to the Office 365 admin center and sign in using Office 365 Global administrator credentials. You can also sign in with Dynamics 365 System Administrator or Delegated Admin security roles.

  2. Click Admin centers > Dynamics 365.

  3. Click the Backup and Restore tab.

  4. Choose an instance from the Backups for drop-down list.

  5. Choose an on demand backup from the list of backups.

  6. Click Restore.

    Restore button

  7. Click Select target to pick a target instance.

  8. Click Next. Verify the details, and then click Restore.

Restore an on-demand backup page

A notification will be displayed confirming that the backup is being restored. It can take some time for the restoration to complete.

System_CAPS_noteNote

The instance remains unavailable while being restored.

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