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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Back up and restore En...

Customer experience | Sales, Customer Insights,...

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Back up and restore Entity Records with Attachments

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Posted on by Nikita Che

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Dear Community!

Has someone come across a situation where you needed to back up a record (i.e. Opportunity) and then be able to restore the record incl its attachments? We are considering a scenario where we would back up and remove records from the system (24 months old and counting) to free up the storage space.

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PerezAguiar Microsoft Employee on at

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Hey Nikita.

From the documentation, the out of the box functionality is that Environments in Dynamics 365 have backups available (28 days for Production 7 days for sandbox), but this backup is a full image. This mean Out of the Box backups are not granular (you can't backup/restore a specific record).

There might be Third Party software that offer granular backup. You can start by searching on AppSource (appsource.microsoft.com/.../). Please note that these tools are not supported by Microsoft and may require additional payments.

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