Backup and Restore Considerations

Service providers need to plan for how to back up and restore infrastructure, services, and customer data. Such plans need to account for all server software, configurations, and customizations deployed into the CRM hosting platform. Any such plans should include all aspects of the infrastructure and platform serving the hosted customers. This includes but is not limited to Windows Server, Active Directory, Exchange, SQL Server, Dynamics CRM, AD FS 2.0, provisioning system, firewall, and load balancers.

For detailed guidance and considerations on the CRM components, and configuration to include in the backup plan, see the Backing Up the Microsoft Dynamics CRM System in the "Operating and Maintaining Guide" section of the Dynamics CRM Implementation Guide.