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Small and medium business | Business Central, N...
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Data Backup on local System

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Posted on 30 Jan 2025 07:09:09 by
Hi Team,@@
 
We are using Dynamics 365 Business Central on Azure Cloud. Can anyone help in guiding us,  how can we take weekly/monthly backup on our local system regulalry.
 
What is the procedure. Please revert back at info@asgsolutions.in or my whatsapp no 919717045353
Regards
Amar Gupta

 
  • CU30010657-1 Profile Picture
    CU30010657-1 on 08 Feb 2025 at 12:40:24
    Data Backup on local System
    Hi Dr Gomathi,
     
    Reference to your reply taking data backup by exporting in excel is not the standard industry practice and not approved b the IT Audit Team also.
     
    Amar Gupta
     
     
     
  • Suggested answer
    CU30010657-1 Profile Picture
    CU30010657-1 on 08 Feb 2025 at 11:26:38
    Data Backup on local System
    Hi Dr. Gomathi,
     
    Thanks for your reply, but still if client require regular data backup on monthly basis is there is any way out,  may be Microsoft is having policy on chargeable basis just to keep  on local system. Mainly this is due to ISO-27001 and Data policy due to security reasons where the client audit team recommends to maintain data backup on premise atleast once in a month.
     
    Please advise as this is urgent. Also please let us know the support mail id to get technical support on Microsoft Dynamics 365 Business Central.
     
    Thanks for your support in advance.
     
    Regards
    Amar Gupta
    Mob 9717045353
    Email : info@asgsolutions.in
     
     
     
     
     
  • Verified answer
    Dr Gomathi MVP, MCT Community lead, MLE Profile Picture
    Dr Gomathi MVP, MCT... 198 on 07 Feb 2025 at 02:28:41
    Data Backup on local System

    Hi Amar,

    Since you are using Dynamics 365 Business Central on Azure Cloud, Microsoft automatically manages backups, so there is no direct option to take a database backup on your local system. However, there are a few ways to export and store your data regularly.

    Manual Data Export

    One of the simplest methods is to manually export your data using Configuration Packages in Business Central. You can:

    • Go to Configuration Packages (search for it in Business Central).
    • Select the tables you want to back up (e.g., Customers, Vendors, Ledger Entries).
    • Export the data as an Excel or XML file and save it on your local system.

    Automated Data Export Using APIs

    If you need regular automated backups, you can use Business Central APIs:

    • Set up Power Automate or Logic Apps to extract data periodically.
    • Save the data to OneDrive, SharePoint, or a local storage system.
    • This method allows you to schedule weekly/monthly backups without manual effort.

    Azure SQL Backup (For Admins)

    If you have admin access to your Azure SQL database, you can:

    • Use Azure SQL Export to download a database backup.
    • Use Azure Data Factory or Synapse Analytics to extract and store data.
    • Note that SaaS users don’t have direct database access, so this applies only to Managed Instances.

    Third-Party Backup Tools

    You can also use third-party tools like Jet Reports to extract data and store it locally. These tools can help automate the process and ensure regular backups.

     

    Microsoft automatically backs up your Business Central data every 30 minutes, and these backups are retained for 28 days. If you need to restore a backup, you can contact Microsoft Support to request a data recovery. Direct access to the database is not available in the SaaS version, so local backup options are limited to data exports.

    Let me know if you need more details! 

     

    Regards,

    Dr. Gomathi S

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