Getting Started with Dynamics 365

Getting started with backing up Dynamics 365 includes adding an app, an application user, a plan, and a table. Then, you perform a test backup and restore to confirm that everything is set up correctly.

1. Review the considerations for the express and custom configuration methods to determine the best choice for your organization.

2. Add an app for Dynamics 365 using the express or custom configuration method:

   • Add an app for Dynamics 365 using express configuration option.

   • Add an app for Dynamics 365 using custom configuration option.

3. Create an application user.

4. Create a Dynamics 365 plan.

5. Add tables to the Dynamics 365 app.

6. Perform a test backup and restore.

7. Add instances to the Dynamics 365 app to autodiscover and backup tables.