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Backup and restore strategy for D365 FO development

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Posted on by Ken Manhattan

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Hello good people,

May I know is there any tip for Backup and restoring DB, lets say from Prod to Test or Dev Environment.

In relate to data, we normally do not need the whole chunk of data from Prod, also it will take longer time to restore.

Can we limitize the data, for example for old transaction > 1 year, no need to exported in Bacpac ?

Something come to mind also about the Personal info from Production, how can we cater this ? but I think my priority now is about the size of the DB.

Appreciate any thought.

Thanks

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Dynamics 365 Finance

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Sohan Prasad Kanti 23 on at

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Hi Ken,

For restoring the data to any Test/Dev environments, you will first need to restore it on any Tier2+ environment.

Once you do this, you can take the JIT access of this Tier2+ environment and run SQL queries to delete old data from transaction tables.

You can decide whether you want to delete 1 year old data or 2 based on the volume of the data.

Tables which come to my mind right now are the GL tables (GeneralJournalAccountEntry and GeneralJournalEntry), Inventory tables (InventSum, WHSInventReserve, InventTrans), Sales and Purchase tables (SalesTable, SalesLine, PurchTable, PurchLine) and Invoice tables (CustInvoiceJour, CustInvoiceTrans, SalesInvoiceTemp, SalesInvoiceHeaderTmp, VendInvoiceJour, VendInvoiceTrans, VendInvoiceInfoTable, VendInvoiceInfoLine) and Parm tables (SalesParmTable, SalesParmLine) etc.

You can decide on the tables based on the report Company accounts data which you can run from the URL by appending mi=output:SysCompanySize.

Once the data is cleaned up in this Tier2+ environment, you can back it up in the Asset library (bacpac) to restore it further on Tier1 environments or directly restore it on any other Tier2+ environment.

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Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

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Hi,

Please check following blog in Microsoft Learn : Database point-in-time restore (PITR) - Finance & Operations | Dynamics 365 | Microsoft Learn
For Database point-in-time restore (PITR) - Finance & Operations | Dynamics 365 | Microsoft Learn you have possibility to choose point-in-time to you want yo extract data.

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi,

Check my article about restoring database from production to Dev environment
https://butterflywaeda.hashnode.dev/step-by-step-guide-to-restoring-production-database-in-d365-fo-development

Regarding personal info check the following document from MS about the objects that aren't move from production to lower environments:

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/database/database-refresh

Thanks,
Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue

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Ken Manhattan 552 on at

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Hi Sohan,

May I know why it is first need to restore it on any Tier2 environment ? If it is for the cleansing part (delete old transactions), so what technique to backup Prod to this Tier2 ? Are we still using the LCS feature Refresh database ?

Thanks.

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Anthony Blake 2,926 Super User 2025 Season 2 on at

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HI Ken

In D365 Finance Data ALM, you can only export the database bacpac to the asset library from a Tier 2 sandbox, so step 1 is refresh a Tier 2 Sandbox from Production.

You can use Refresh database to update the Tier2 in LCS, or point in time restore to refresh the Tier 2 from a specific 15 minute time window from the last 28 days.

Anthony

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Anthony Blake 2,926 Super User 2025 Season 2 on at

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Additionally, take a look at this documentation:

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/database/dbmovement-operations#database-movement-scenarios-and-quick-start-guides

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