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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Data Backup / Data Rollback / Data loss prevention

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Posted on by 1,085

Hello Community Experts, 
 

Suppose I'm importing all my customizations using solutions, to my production from the sandbox, how should i prevent the data loss?

I would like to know the ways we can rollback the data in dynamics 365 in case of any data loss. 

I would also like to know how i can backup my data to which i can have access easily.

I'm using dynamics 365 online.

Kindly guide me in all the possible ways, following which i should not be able to loose any of the production data.

We are not planning to migrate the data from instance to instance.

Kindly help.

Best Regards, 

Sumaira Noor 

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at

    Hi Sumaira,

    1. D365 has two ways to back up environments- system backups and manual backups.

    All environments automatically create a system backup every day. System backups for production-type environments are retained up to 28 days. Other environment-type backups are retained up to 7 days.

    Automated system backups are great, but you'll want to make your own backups before making some significant customization change or applying a version update. You can do this with manual backups.

    Please note that In order to prevent accidental overwrites, we don't allow users to restore to a production environment directly. To restore to a production environment, first switch it to a Sandbox environment.

    Go to Power Platform Admin center, select the environment, click the Backups, if you want to create a manual backup, click Create button, if you want to restore backup, click Restore or manage button.

    pastedimage1573807310541v1.png

    Please refer to this document for details:

    [View:https://docs.microsoft.com/en-us/power-platform/admin/backup-restore-environments:320:50]

    2. The above backup and restore objects contain database data and environment solutions. 

    If you import the solution from the sandbox environment into the production environment, this does not involve database data.

    So you could also export the default solution of the production environment and store it locally so that you can re-import it into your production environment when you need it.

    Go to D365, Settings > Customize the System, click Export Solution.

    pastedimage1573808457900v2.png    pastedimage1573808485579v3.png

  • Sumaira Noor Profile Picture
    1,085 on at

    Thanks for the response Lu

    Can i export solution from sandbox to production?

    Will it be safe?

    If not what measures i need to take to prevent data loss

    Please Help

    Best Regards,

    Sumaira Noor

  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi Sumaira,

    Yes, it is safe, don't worry.

    It is a normal process to import customizations as a solution from a sandbox environment into a production environment.

    All customizations should be thoroughly tested in a sandbox environment before these customizations are imported into the production environment.

    Also, try not to restore the production environment as this will eliminate the records that occur between the point in time of the backup and the current one.

    I would recommend that you create a solution with a minimum of components, that is, the imported solution contains only customizations.

  • Sumaira Noor Profile Picture
    1,085 on at

    Thanks for the help Lu

  • LuHao Profile Picture
    40,892 on at

    Hi partner,

    If you are unfamiliar with the import of the solution, I would recommend that you apply for a trial environment and import the sandbox customizations as a solution into the trial to experience the introduction of solutions between different environments.

    This is the trial version of D365 application link: https://trials.dynamics.com/

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