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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Easiest way to get a c...
Microsoft Dynamics CRM (Archived)

Easiest way to get a copy of all dynamics365 entities and their records in a local DB

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Posted on by Ahmad Saud 790

Dear all

 

What is the best recommended way to keep a copy of Dynamics365 DB (I mean by DB, all records of all entities) on my own PC , the update frequency can be every 6 or 12 hours, or much better if it is close to real time update.

i am looking for an automated way to update my local DB.

Please advise me as I went through many directions but nothing solid so far.

 Thanks,

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  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,065 on at
    RE: Easiest way to get a copy of all dynamics365 entities and their records in a local DB

    I think your aims are a bit optimistic, especially with CRM Online. The closest you could get without a lot of development work would be:

    • Use the Data Export Service to push changes in CRM Online to a SQL Server in an Azure VM
    • Setup a VPN connection between your PC and the Azure VM
    • Use either SQL Replication or SQL Mirroring to get the data from the SQL Server in the Azure VM to a local SQL Server

    This is possible, but I'm not sure how much you gain from it, and it will only work with a permanent, decent network connection. What is the reason for wanting a copy of the data when, if you've got a decent network connection, you can just get the data directly from CRM Online ?

    If you actually only want contacts and activities synched, then you could use the CRM Outlook Client with offline access

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: Easiest way to get a copy of all dynamics365 entities and their records in a local DB

    thanks a lot Mr. David

    in fact, i need a copy of this data for our BI/warehouse team, whom their tool does not connect to Dynamics365 online, so they asked me to have copy on one of our local servers, and this copy should be updated automatically every 6~12 hours.

    it will be great if you can provide a link or documentation for the steps above.

    thanks,

  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: Easiest way to get a copy of all dynamics365 entities and their records in a local DB

    Hi Ahmad ,

    For on-premise db backup is only possible .

    For on-line as far as I know that you can take backup and restore only inside Dynamics 365 Admin center only . But You cant take directly that backup in your machine.

    docs.microsoft.com/.../backup-restore-instances

    There is two type of backup one is data backup and second one is customization backup. For data backup you can replicate your data by using tool like Scribe,king-sway soft and replicate the data in your local DB and take backup.

    And for customization you can export solution using C# console and schedule the console in your local machine.See here the code -

    community.dynamics.com/.../271643

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: Easiest way to get a copy of all dynamics365 entities and their records in a local DB

    thanks Goutam

    i tried both scribe and kingsway but honestly things did not go smoothly, and i felt that it is a bit complicated and needs time to investigate when i dont have now.

    anyway, thanks a lot.

  • David Jennaway Profile Picture
    David Jennaway 14,065 on at
    RE: Easiest way to get a copy of all dynamics365 entities and their records in a local DB

    See https://blogs.msdn.microsoft.com/crm/2017/04/11/introduction-to-dynamics-365-data-export-service/  for information on the Data Export Service. Note that this covers most of the CRM data, but not all (for example, audit data is not included). This can only export directly to a database in Azure, rather than locally. SQL Mirroring and Replication are covered in SQL Server documentation

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: Easiest way to get a copy of all dynamics365 entities and their records in a local DB

    thanks David.

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