📝NOTE
The availability of this feature may be limited based on the license type, region, and other criteria. To access this feature, contact support.
Overview
To start backing up your Microsoft Dynamics 365 tenant’s data, navigate to the Druva Cloud Platform Console and set-up the backup process. The backup configuration for Microsoft Dynamics 365 consists of two key components.
Register Your Tenant
Begin by installing the Druva for Microsoft Dynamics 365 app within your Microsoft Dynamics 365 environment. This step ensures your tenant is registered and ready for backup.
Configure the Backup
Once the tenant is registered, proceed to configure the backup settings in the Druva Cloud Platform Console.
Before proceeding, make sure you have reviewed the prerequisites.
Part 1: Register Your Tenant
Step 1: Navigate to Microsoft Dynamics 365 Data Protection
Log in to the Druva Console.
Click the hamburger menu (top-left corner) > All Services > Microsoft Dynamics 365 under Data Protection.
📝Note: If this is your first time accessing Microsoft Dynamics 365 on the console and you do not have a license, you will see a screen prompting you to contact Support.
Once support enables the feature for your account, the Get Started with Microsoft Dynamics 365 Data Protection screen will become accessible with installation options.
Step 2: Install the Druva Microsoft Dynamics 365 App
Click Get Started on the Microsoft Dynamics 365 card in the workload dashboard.
On the next screen, click Install to add the Druva app for Microsoft Dynamics 365.
This redirects you to Microsoft’s authentication page.Enter your Microsoft Admin Credentials to authorize and install the Druva Microsoft Dynamics 365 app.
On the subsequent page, click Accept.
This grants Druva the necessary permissions to back up and restore data from your Microsoft Dynamics 365 tenant.(Optional but not recommended) If Cloud Key Management is not enabled for your account, you will be prompted to enable it.
Refer to the following articles for more information on cloud KMS and Enterprise Key Management.
📝Note:
This screen will not appear if you're already using another data protection app and Cloud Key Management is enabled.
You can skip enabling Cloud Key Management at this point. However, scheduled backups will not start until it is enabled. Druva strongly recommends enabling it during this step to avoid backup disruptions.
Upon successful registration of your Microsoft Dynamics 365 tenant, you are redirected to the Druva for Microsoft Dynamics 365 dashboard.
Step 3: Review Discovered Environments
All available environments are retrieved and displayed in the user interface. To discover a new environment, click on the refresh icon next to the Environment.
📝 Note
Scheduled discovery for environments occurs once a day and requires KMS/BYOK. However, no automatic backup configuration is performed after the discovery; backups must be configured manually.
You can now proceed to Part 2: Configure the Backup.
Part 2: Configure the backup
What is a Backup Set?
A backup set is a collection of configuration settings that define how and when Microsoft Dynamics 365 data is backed up. Each backup set allows administrators to customize backup parameters such as:
Storage Region: The geographical location where backup data is stored.
Backup Frequency: How often backups are scheduled.
Entity Inclusion/Exclusion: Specific entities of the selected environment to include or exclude from the backup process.
Enable backup for entities with change tracking disabled in tenant
Administrators can create multiple backup sets for different environments and customize them according to specific requirements. Backup sets can be enabled or disabled as needed, and manual backups can be initiated at any time. For more details on the entities that Druva can back up, refer to the Microsoft Dynamics 365 data that Druva protects.
How to Create a Backup Set?
Navigate to the Discovered Environment section and click +New Backup Set.
In the General tab, enter the following details:
Backup Set Name: Provide a unique name for the backup set.
Description (optional): Add a description for the backup set.
In the New Backup Set tab that appears, specify the following:
📝Note
The backup frequency and retention period are determined by the terms of the license. For more information, please refer to the License Overview and Details.
Storage Region: Choose the region where Druva will store the snapshots of your data.
📝Note
The storage region cannot be changed after the first backup. If only one region is configured for your account, it will be automatically selected. To select a different region, contact support to configure an additional storage region.Backup Frequency: Select how frequently you want to schedule the backups.
Retain all backups for: All backups are retained according to the terms of the license.
Entity Change Tracking: Select the checkbox to back up entities with change tracking disabled in the tenant. By default, this checkbox is always selected. It is recommended to keep it selected for successful incremental backups.
📝 Note
By default, change tracking is enabled for all system entities in Microsoft Dynamics. However, for application-level entities, administrators must manually enable change tracking. This is essential for performing incremental backups. To know more see, Microsoft Dynamics 365 data that Druva Protects.
Review your settings and click Next.
On the Backup Content tab, select one of the following options:
Backup All Entities: Choose this option to back up all existing entities, as well as any new entities discovered in the future.
Exclude entities from backup: To exclude specific entities, choose this option under Backup All Entities and select the desired entities from the dropdown menu.
Backup Specific Entities: Choose this option to back up only selected entities. You can choose specific entities from the dropdown menu.
6. Review your settings and click Save.
You have successfully created a backup set. Druva will run backups based on the configured settings and generate a snapshot of your Microsoft Dynamics 365 data. To create additional backup sets, repeat this process.
How to Enable/ Disable a Backup Set?
After creating a backup set, you need to enable it for backup operations to commence. Follow these steps to enable a backup set:
Select the Backup Set: Navigate to the list of backup sets and select one or more backup sets by choosing the corresponding checkboxes.
Access the Context Menu: Click the three-dot menu located above the Backup Sets table to open the context menu with additional actions.
Enable the Backup Set: From the dropdown, select Enable Backup. This will activate the backup process for the selected set.
To disable the backup for multiple sets, follow the same steps and select Disable Backup from the context menu.
How to Run a Backup Manually?
If you want to initiate a backup immediately, bypassing the scheduled backup, use the Backup Now button. This allows you to manually trigger a backup at your convenience without waiting for Druva's scheduled backup to run.
Click on the desired environment to view the list of backup sets.
Click on the desired backup set to open its Overview page.
From the top-right corner of the Overview page, click Backup Now.
This action triggers a manual backup for the selected backup set without waiting for the scheduled backup.
When you manually initiate a backup (or when Druva runs a scheduled backup), Druva automatically generates a backup job. You can view detailed information about this job by navigating to the Jobs page, where all active and completed backup jobs are listed.