Using XrmToolBox, which tool can be used to backup the various components in the D365 solution? Also, data from the various entities needs to be backed up.

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Posted on 8 Feb 2022 14:00:50 by VivekGupta

Hi,

Using XrmToolBox, which tool can be used to backup the various components in the D365 solution like Entities, Web Resources, SDK Processing Steps, Processes, Security Roles etc.

User should have option to select which entities/web resources etc to backup.

Also, which tool from XrmToolBox can be used to backup the data from the various entities & also backup the automatic record creation rules?

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Bipin D365 28,967 Moderator on 09 Feb 2022 at 07:30:52

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RE: Using XrmToolBox, which tool can be used to backup the various components in the D365 solution? Also, data from the various entities needs to be backed up.

Hi,

You can use below plugin to unpack your customization and store on your local computer/Source control for backup.

www.xrmtoolbox.com/.../AlbanianXrm.SolutionPackager

For Data backup - you can use Export to excel plugin

www.xrmtoolbox.com/.../

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
VivekGupta 57 on 09 Feb 2022 at 07:06:00

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RE: Using XrmToolBox, which tool can be used to backup the various components in the D365 solution? Also, data from the various entities needs to be backed up.

I need backup for both data & customizations.
a33ik 84,331 Most Valuable Professional on 08 Feb 2022 at 16:45:17

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RE: Using XrmToolBox, which tool can be used to backup the various components in the D365 solution? Also, data from the various entities needs to be backed up.

Hello,

What do you want to create a backup for? Data or customization?