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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Backup Utility for CRM...
Microsoft Dynamics CRM (Archived)

Backup Utility for CRM 2016

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Posted on by SamiraM 571

Hi All,

I have to create the backup utility that will executes weekly and backup the leads , accounts, contacts and opportunities data. I was thinking to achieve the same by

1) Create a C# console application that will fetch the updated data(based on some timestamp) and will update our back database.

2) Will schedule it daily or weekly in task scheduler.

I just need to know is it the best way of achieving the functionality or there is some other way as well.

Regards,

Samira

*This post is locked for comments

  • gdas Profile Picture
    gdas 50,085 on at
    RE: Backup Utility for CRM 2016

    yes you can .

  • SamiraM Profile Picture
    SamiraM 571 on at
    RE: Backup Utility for CRM 2016

    Thanks Goutam. I am having an online instance, so i was thinking to fetch data via API. Is it the right way of doing for online instance as well.

  • gdas Profile Picture
    gdas 50,085 on at
    RE: Backup Utility for CRM 2016

    Hi Samira,

    Welcome to dynamics CRM community !!!

    Its depends on which purpose you will use those data . If I am not wrong you are using CRM on-premise then there is many choices to take backup of data .

    The way you thought is a great idea for on-premise and if you are using those data for external use or any other purpose . In addition you can automate database backup of Dynamics CRM database weekly basis or daily basis which gives you more reliable to get the data  back to CRM for any disaster recovery or restore some another instance .

    solutioncenter.apexsql.com/how-to-create-a-sql-server-scheduled-backup

    You can also export data using User Interface by going to Advanced Find or from entity grid ribbon action.

    Hope this helps.

  • Piyush Paliwal Profile Picture
    Piyush Paliwal 817 on at
    RE: Backup Utility for CRM 2016

    Hi Samira, I would personally recommend taking a look at Microsoft Labs solution for Data Archiving and Retrieval. See if that will help you solve your needs. appsource.microsoft.com/.../microsoft_labs.dataarchival

    Let me know how it goes.

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