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Protected Data in Microsoft Dynamics 365

Updated this week

Overview

Druva Cloud Backup for Dynamics 365 enables backup and restore capabilities for Dynamics CRM organizations, specifically supporting Sales and Customer Service applications. It offers a comprehensive solution to back up all custom, activity, and system entities within your organization.

Key Features

  • Selective Entity Backup: Back up specific entities in a separate backup job for greater flexibility.

  • Complete Entity Backup: Back up all entities, records, and metadata, ensuring complete data protection.

  • Metadata Backup: Preserve critical metadata, including:

    • Entities

    • Attributes

    • Relationships

    • Option Sets

    • Option

Unsupported Entities for Change Tracking

Some entities can't be enabled for change tracking. To see which entities can't be enabled for change tracking, use this Web API query:

GET {Organization_URI}/api/data/v9.2/EntityDefinitions?$select=SchemaName,ChangeTrackingEnabled&$filter=ChangeTrackingEnabled eq false and CanChangeTrackingBeEnabled/Value eq false

In addition to the entities retrieved from the API above, the following are additional entities for which change tracking (delta) is not supported.

Logical name

actioncardusersettingsset

cascadegrantrevokeaccessrecordstrackers

cascadegrantrevokeaccessversiontrackers

childincidentcounts

emailsignatures

entityindexes

exchangesyncidmappings

importmaps

indexattributes

msdyn_appconfiguration_systemuserset

msdyn_connectordatasource_environmentv

msdyn_connectordatasource_environmentvaset

owners

processsessions

RevokeInheritedAccessRecordsTracker

serviceplancustomcontrolset

sharepointdocuments

userentityinstancedataset

userentityuisettingsset

userqueries

userqueryvisualizations

Unsupported Entities Due to Microsoft Dynamics 365 API Limitations

Certain entities are not supported for backup due to limitations in the Microsoft Dynamics 365 API. These restrictions are inherent to the API and beyond Druva’s control. This section lists entities within Microsoft Dataverse that do not support change tracking. The following is a list of entities that cannot be backed up:

Logical name

actioncardusersettingsset

aipluginoperationresponsetemplates

aiplugintitles

aiskillconfigs

applicationusers

appnotifications

botcomponentcollections

bulkarchiveconfigs

cards

cascadegrantrevokeaccessrecordstrackers

cascadegrantrevokeaccessversiontrackers

childincidentcounts

connectioninstances

credentials

duplicateruleconditions

duplicaterules

emailsignatures

entityindexes

entityrecordfilters

environmentvariabledefinitions

environmentvariablevalues

exchangesyncidmappings

featurecontrolsettings

flowcredentialapplications

flowlogs

fxexpressions

importmaps

indexattributes

keyvaultreferences

managedidentities

msdyn_agentcopilotsettings

msdyn_analyticsadminsettings

msdyn_analyticsforcs

msdyn_appconfiguration_systemuserset

msdyn_appconfigurations

msdyn_appcopilotconfigurations

msdyn_applicationextensions

msdyn_applicationtabtemplates

msdyn_appprofilerolemappings

msdyn_autonomouscasecreationrules

msdyn_casefollowupandclosureconfigurations

msdyn_channeldefinitionlocales

msdyn_channeldefinitions

msdyn_channelmessageparts

msdyn_channelproviders

msdyn_connectordatasource_environmentv

msdyn_connectordatasource_environmentvaset

msdyn_consumingapplications

msdyn_contactsuggestionrules

msdyn_contactsuggestionrulesets

msdyn_conversationsummarysettings

msdyn_copilotcaseformfillsettings

msdyn_copilotsummarizationsettings

msdyn_dataanalyticsdatasets

msdyn_dataanalyticsreports

msdyn_dataanalyticsworkspaces

msdyn_dataflow_datalakefolders

msdyn_dataflowconnectionreferences

msdyn_dataflows

msdyn_dataflowtemplates

msdyn_dmsrequests

msdyn_dmsrequeststatuses

msdyn_effortpredictionresults

msdyn_entityattributepredictionrules

msdyn_entitylinkchatconfigurations

msdyn_forecastsettingsandsummaries

msdyn_formmappings

msdyn_functions

msdyn_helppages

msdyn_inboxcardconfigurations

msdyn_inboxentityconfigs

msdyn_intentattributes

msdyn_intentattributesets

msdyn_intentconfigs

msdyn_intentfamilies

msdyn_intentgroupconditions

msdyn_intentsolution_mappingconfigurations

msdyn_intentsolutionmaps

msdyn_knowledgemanagementsettings

msdyn_knowledgesearchfilters

msdyn_mobileapps

msdyn_notificationfields

msdyn_notificationtemplates

msdyn_paneconfigurations

msdyn_panetabconfigurations

msdyn_panetoolconfigurations

msdyn_preferredagentcustomeridentities

msdyn_preferredagentroutedentities

msdyn_productivityactioninputparameters

msdyn_productivityactionoutputparameters

msdyn_productivityagentscripts

msdyn_productivityagentscriptsteps

msdyn_productivitymacroactiontemplates

msdyn_productivitymacroconnectors

msdyn_productivitymacrosolutionconfigurations

msdyn_productivityparameterdefinitions

msdyn_salestags

msdyn_schedules

msdyn_sequences

msdyn_sessiontemplates

msdyn_slakpis

msdyn_smartassistconfigs

msdyn_swarmparticipantrules

msdyn_swarmroles

msdyn_swarmtemplates

msdyn_templateparameters

msdyn_templaterulesets

msdyn_tours

msdyn_urnotificationtemplates

msdynmkt_catalogeventstatusconfigurations

msdynmkt_eventparametermetadataset

msdynmkt_featureconfigurations

owners

plugins

powerbidatasets

powerbimashupparameters

powerbireports

powerfxrules

powerpageslogs

powerpagessiteaifeedbacks

privilegesremovalsettings

processsessions

recordfilters

reportparameters

roleeditorlayouts

serviceplancustomcontrolset

serviceplanmappings

serviceplans

sharedlinksettings

sharepointdocuments

solutioncomponentattributeconfigurations

solutioncomponentbatchconfigurations

solutioncomponentconfigurations

solutioncomponentrelationshipconfigurations

synapsedatabases

synapselinkprofileentities

synapselinkprofiles

synapselinkschedules

userentityinstancedataset

userentityuisettingsset

userqueries

userqueryvisualizations

For a comprehensive list of unsupported entities, please refer to the article Microsoft Dynamics 365 Unsupported Entities. You will need to log in to the console to access this information.

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