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Microsoft Dynamics 365 | Integration, Dataverse...
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How to take a backup of production customizations

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What is the process to get a backup of (or export) of all the customizations in an environment?

  • Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at
    RE: How to take a backup of production customizations

    If you go to settings >customizations>Customize the system > Export Solution it will export this solution with the entire d365 instance schema. everything customized or not except for data. it's called the "default solution".

    pastedimage1645494947908v1.png

    To separate only introduced customizations could be hard. you either export each of the solutions containing it. Some cases would be too much. Sometimes people uses only one solution.

    You can back up and instance. or clone it:

    Back up and restore environments - Power Platform | Microsoft Docs

    copy: Copy an environment - Power Platform | Microsoft Docs

    pastedimage1645494405027v1.png

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