Data is crucial in today’s fast-paced business environment, fostering innovation and growth across teams, but protecting this data is even more critical. Microsoft Dynamics has created a tool to help users safeguard their most significant data and improve secure access over time.

Dynamics 365 features are essential to many business strategies, providing a comprehensive suite of applications for Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM). But with tremendous power comes great responsibility. A reliable backup plan is crucial to prevent insecure or lost data, malfunctioning systems, or unplanned catastrophes.

Read on to learn more about Dynamics 365 Backup and where our senior-level Dynamics consultants can fit in your organization.

What is Dynamics 365 Backup?

Third-party Dynamics 365 Backup solutions assist organizations in fostering safety for production and sandbox environments to automate backup processes and store data securely over time. With a simplified user interface and intelligent data management tools, Microsoft Dynamics 365 Backup delivers comprehensive coverage for Dynamics 365 users, including incremental backups of records, entities, field attributes, and forms.

Cloud backup services can also preserve metadata, data structures, properties, and more. D365 Backup enables flexible control for user data, allowing a company to granularly recover and find data, roll back records to specific versions and points in time, or directly restore data to new or original locations.

Metallic Backup for Microsoft Dynamics 365, a SaaS-delivered D365 Backup tool, can protect these environments in a cost-effective, lightweight model free from routine maintenance, expensive hardware costs, and significant upfront capital investments. It meets external and internal SLA compliance regulations, which means users have all-inclusive data protection with unlimited retention, storage, and rapid recovery options to meet RTO and RPO requirements.

Top 3 Features of Dynamics 365 Backup

Let’s take a look at the key features Dynamics 365 Backup has to offer users:

1. Quickly Find Data

Powerful search features can help users quickly find the data they want to restore without bouncing back and forth between systems. They can also easily navigate through old and new versions until they find the version needed to restore or the data included in the restoration.

2. Easily Browse Data

Users can easily navigate the data in current and previous snapshots when viewing backed-up data in the browser. They can also see the related data records and navigate up and down the hierarchy for each record to find exactly what they need.

3. Monitor All Changes

With Dynamics 365 Backup functionality, users can track and manage changes made to the data in their Dynamics 365 account at a glance. Users can also view the number of records that changed from the last snapshot in real time and compare snapshots to gain additional insight.

Key Benefits of Dynamics 365 Backup

Here’s a look at a few critical advantages of Dynamics 365 Backup software:

1. Backups Stored Offsite

Dynamics 365 Backup enables users to store and maintain their data offsite, meaning if security breaches threaten the onsite system, their critical business data should remain secure and protected. Maintaining a physical separation between production and backup data is a long-standing best practice that helps ensure company continuity during unpredicted occurrences.

And while Microsoft is one of the most dependable SaaS products on the market, unpredicted outages could still occur. By storing backups with Dynamics 365, organizations can ensure continuity and keep their data accessible in case of an outage.

2. Security and Compliance Requirements

For many businesses, maintaining offsite data backups is crucial to adhering to external regulations, IT compliance standards, and security requirements.

It’s dangerous to save backup data on network-attached storage, especially since many cyber threats use network-attached storage as a vector for their distribution. This risk has increased since companies have loosened security permissions to allow for remote work and a more adaptable workforce.

3. Recovery Support

For organizations that use a third-party supplier for Dynamics backup initiatives, specialized staff will manage critical backups, actively identify any concerning changes to their data, and send alerts to notify internal users. If data is corrupted or lost, providers often have customer support teams to help retrieve any lost files and get their systems up and running again.

4. No-Cost Internal Resources

Although handling critical Dynamics and Power Platform backups internally may initially appear more cost-effective, it often leads to more significant issues with opportunity costs, human errors, and a lack of urgency to complete essential tasks that enable better data backups. It can also be time-consuming and frustrating for internal teams to piece together data if an unexpected data loss does happen.

By forming strong relationships with managed backup service providers, internal IT personnel can concentrate on other tasks and be relieved of the responsibility of managing data backups.

How Does Dynamics 365 Backup Work?

When considering Dynamics 365 Backup options, users should consider the unique organizational needs and data context.

This includes assessing the following features and processes:

Locations of Backups

Organizations shouldn’t keep backup files and CRM data in the same location. This backup storage method is practical, but because backup copies aren’t isolated from the source environment, it can be difficult to avoid human mistakes, natural disasters, or cyberattacks.

If there are any major crises, your database and data backup copies will become useless if not protected properly. Experts advise adopting best practices for isolating data backups off-site and using cloud storage to facilitate recovery if systems or source data are corrupted, lost, or compromised.

Schedule of Backups

To reduce data loss, backups should always be automated and scheduled regularly. Daily usage and activities will determine how often you see this. The frequency of end-user access is unaffected by the execution of backups, which can be done without user involvement.

The capacity of Backups

Enterprise organizations seeking adaptability and efficiency should also search for solutions that provide incremental automated backups, including every data file and report in their existing systems. This makes it possible to visualize a complete snapshot of all organizational data simultaneously and can serve as a benchmark for backup and recovery operations.

Backups are incremental record modifications made over time, augmenting full backups by encompassing data clusters that have undergone modifications, additions, deletions, or updates. More efficient backup performance is possible when incremental and full backups are combined.

Emergency Planning

Users should have an emergency recovery plan when they adopt a backup solution for their CRM database to ensure recovery processes proceed as smoothly as possible if needed. 

Cloud-hosted, SaaS-delivered Dynamics 365 Backup solutions help guarantee that essential data recovery tools are available during a data emergency.

Recovery Testing

The effectiveness of a backup and recovery strategy depends on its ability to function in an emergency. Testing should be done regularly after implementing a data backup system to ensure the solution can quickly recover data as needed. 

Dynamics 365 Backup offers quick and flexible choices for data recovery and the bulk restoration of data. However, each company may have an individualized approach based on factors like database size, data growth rates, scalability requirements, and budget.

How Can We Help?

Surety Systems can assist your organization with any kind of Microsoft Dynamics project, whether you’re looking to implement a comprehensive backup resource to protect your most important data or you’re just getting started on your Dynamics 365 journey.

With their expertise and experience, our senior-level Microsoft Dynamics consultants can assist your business in successfully and smoothly implementing or integrating any Microsoft Dynamics system. Even better, we offer post-implementation support services to ensure your solutions continue functioning as planned and meet your business needs over time, even after your initial Go-Live date.

Contact Us

Are you interested in learning more about Dynamics 365 Backup and how our expert Dynamics consultants can help your organization?

Contact us today!