Automatically Discover and Back Up Tables for Dynamics 365

To discover tables automatically, add the environments that contain the tables to the Dynamics 365 app.

After you add the environments to the app, when the app is backed up either manually on-demand or according to the schedule in the server plan, the tables are automatically discovered and backed up.

Procedure

1. From the navigation pane, go to Protect > Dynamics 365.

   The Dynamics 365 apps page appears.

2. In the Name column, click the app to add the environment to.

   The app page appears.

3. On the Content tab, click Add, and then select All Environments or Environment.

   The Add Environment dialog box appears.

4. If the environment that you want to add is not accessible, complete the following steps:

   1. Select the checkbox for the environment you want to add, click the action button , and then click Create Application user.

      The Microsoft Pick an account page appears.

   2. Select a user account with both a global administrator role and a Dynamics 365 administrator role.

      If the browser pop-up blocker blocks the Microsoft window, allow access to the Microsoft window.

5. If Dynamics 365 is hosted in a GCC High Cloud region, in the Environment URL box, enter the Dynamics 365 environment URL in the format https://[org].crm.microsoftdynamics.us/, and then click Discover.

   If Dynamics 365 is hosted in a GCC Cloud region, then the Environment URL box does not appear.

6. From the Dynamics 365 plan list, select the plan.

7. From the Environments list, select the environment.

8. Click Add.

What to Do Next

To automatically discover and back up the tables in the environments that you added to the app, back up the app.