How do I backup my Dynamics 365 database?

How do I backup my Dynamics 365 database?

See your Dynamics 365 system backups

1. Browse to the Microsoft 365 admin center and sign in using Office 365 Global administrator credentials.
2. Click Admin centers > Dynamics 365.
3. Click the Backup & Restore tab.
4. Choose an instance from the Backups for drop-down list.

How do I connect SharePoint to d365?

Dynamics 365 integration with SharePoint step-by-step

1. Go to Settings (a cog wheel icon on the top right), then Advanced Settings.
2. Open Settings and choose System – Document Management.
3. Choose the option Configure Server-Based SharePoint Integration.

Does Dynamics 365 include SharePoint?

Many Dynamics 365 license types include SharePoint plan 2 licenses. So what does this get you? It includes everything needed for SharePoint document integration with Dynamics 365, but does not include office web apps or services like Exchange, Skype for Business, Teams, Yammer and Delve.

Is there a CRM integration with SharePoint?

If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits.

What kind of integration is available for Dynamics 365?

Dynamics 365 for Customer Engagement supports two types of integration with SharePoint: client-to-server and server-to-server (server-based). Client-to-server integration with SharePoint: The client-to-server integration is enabled by default.

How to integrate Dynamics 365 with SharePoint for customer engagement?

The SharePoint integration feature enables you to store and manage documents on SharePoint in the context of a Dynamics 365 for Customer Engagement record, and use the SharePoint document management abilities in Dynamics 365 for Customer Engagement, such as checking the document in and out, viewing version history, and changing document properties.

Can you use SharePoint with Microsoft Dynamics 365?

SharePoint integration for Customer Engagement can only be enabled using the web or Microsoft Dynamics 365 for Outlook. This isn’t supported through SDK. For more information, see Set up SharePoint integration.