Best Cloud Backup Solutions For Microsoft Dynamics 365
Discover the top cloud backup solutions for Microsoft Dynamics 365. Compare features, pricing, and policies.
Written by
Joel Witts
Technical Review by
Craig MacAlpine
Quick Summary
For organizations with this need, AvePoint Dynamics CRM Backup And Restore Backs up data up to four times daily with encrypted storage options you control. No on-demand backup button; schedule changes are the workaround
If your organization needs GDPR and HIPAA compliance baked in from the start, Keepit Backup For Microsoft Dynamics 365 Unlimited storage with GDPR and HIPAA compliance built into the platform. License count visibility in the portal can be unclear
For teams needing comprehensive metadata protection, Metallic Backup For Microsoft Dynamics 365 Full metadata and property backup goes beyond basic record protection.. Web interface is clunky and slow; browser choice affects performance.
Dynamics 365 backup seems straightforward until you realize your business relies on customer records, sales pipelines, and critical configurations that Microsoft doesn’t guarantee you can recover if something goes wrong.
The right backup solution protects your Dynamics 365 data against ransomware, accidental deletions, configuration drift, and service outages. You need something that backs up records alongside metadata and customizations, lets you restore individual records or entire environments, and integrates with your existing systems without requiring dedicated admin time just to maintain backups.
We evaluated six Dynamics 365 backup platforms across backup frequency and reliability, restore speed and flexibility, compliance capabilities, ease of management, and long-term customer satisfaction. We assessed integration with your existing Dynamics 365 workflows, how well each handles multi-tenant environments, and what happens when things go wrong during a recovery. This guide gives you the decision criteria to match a backup solution to your environment size, compliance requirements, and recovery objectives.
Our Recommendations
Your ideal platform depends on your specific deployment requirements and which capabilities matter most.
- Best For Flexible Backup and Fast Restores: AvePoint Dynamics CRM Backup And Restore offers Backs up data up to four times daily with encrypted storage options you control.
- Best For Automated Protection Without the Overhead: Keepit Backup For Microsoft Dynamics 365 Unlimited storage with GDPR and HIPAA compliance built into the platform.
- Best For Full Coverage With Flexible Recovery: Metallic Backup For Microsoft Dynamics 365 Full metadata and property backup goes beyond basic record protection.
- Best For Simple Setup, Flexible Recovery: Skyvia Dynamics 365 Backup And Restore GDPR, HIPAA, and PCI-DSS compliance built in for regulated industries.
- Best For Deep Platform Integration and Granular Control: Own Recover For Microsoft Dynamics CRM And Power Apps offers Granular restore options range from single fields to full environment recovery.
AvePoint Dynamics CRM Backup And Restore
AvePoint Dynamics CRM Backup And Restore protects Microsoft Dynamics 365 environments with automated backups up to four times daily. It stores data in encrypted Azure storage with bring-your-own-key (BYOK) and bring-your-own-storage (BYOS) options for organizations with strict data sovereignty requirements. We think this is a strong option for teams that need flexible backup scheduling with tight control over where their data lives.
AvePoint Dynamics CRM Backup And Restore Key Features
AvePoint Dynamics CRM Backup And Restore runs automated backups up to four times per day with granular restore down to individual records, fields, and relationships. The BYOK and BYOS model lets you control encryption keys and storage locations rather than relying on the vendor’s infrastructure. A Microsoft Teams integration enables self-service restores directly from Teams, reducing IT ticket volume. Side-by-side comparison shows differences between backup snapshots and live data before you commit to a restore. The platform also covers metadata, security roles, and custom configurations alongside business data.
What Customers Say
Users praise the granular restore capabilities and the peace of mind from frequent automated backups. The Teams integration gets positive marks for letting business users handle simple restores without IT involvement. Something to be aware of is that initial configuration takes time, particularly when setting up BYOS with custom Azure storage. Some users want more detailed reporting on backup job status and history.
Our Take
We think AvePoint Dynamics CRM Backup And Restore fits organizations that need frequent automated backups with full control over encryption and storage. The Teams-based self-service restore is a real differentiator for reducing admin workload. If your backup needs are basic and you don’t require BYOS flexibility, simpler options exist.
Strengths
- Automated backups up to four times daily with granular record-level restore
- BYOK and BYOS give full control over encryption and storage location
- Teams integration enables self-service restores without IT tickets
- Side-by-side snapshot comparison before committing to restores
Cautions
- Users note initial BYOS configuration with custom Azure storage takes time
- Reviews mention backup job reporting lacks detail
Keepit Backup For Microsoft Dynamics 365
Keepit Backup For Microsoft Dynamics 365 is a cloud-native backup platform storing data independently from Microsoft’s infrastructure in dedicated, vendor-managed data centers. It supports data retention up to 99 years and covers over 500 Dynamics 365 data objects. We think this is one of the strongest options for organizations that want their backup data stored completely outside of Microsoft’s ecosystem.
Keepit Backup For Microsoft Dynamics 365 Key Features
Keepit Backup For Microsoft Dynamics 365 stores backups in Keepit’s own ISO 27001-certified data centers, separate from Microsoft Azure. This architectural independence means a Microsoft outage or account compromise doesn’t affect your backup copies. The platform covers over 500 data objects across Dynamics 365 modules with retention up to 99 years. Immutable storage prevents tampering or deletion of backup data. The multi-tenant architecture supports MSPs managing multiple client environments, and automated backup scheduling runs without manual intervention.
What Customers Say
Customers value the independent storage architecture and the confidence it gives them during Microsoft service disruptions. The interface gets positive marks for being clean and easy to navigate. Something to be aware of is that restore speeds for large datasets can run slower than expected. Some customers want broader customization options for backup policies and scheduling windows.
Our Take
We think Keepit Backup For Microsoft Dynamics 365 fits organizations that prioritize true infrastructure independence from Microsoft for their backup data. The 99-year retention and immutable storage in dedicated data centers are strong differentiators. If you’re comfortable keeping backups within the Azure ecosystem, you may not need the extra separation.
Strengths
- Independent storage in ISO 27001-certified data centers outside Microsoft Azure
- Immutable backups with retention up to 99 years
- Covers over 500 Dynamics 365 data objects across modules
- Multi-tenant architecture supports MSP client management
Cautions
- Customers note restore speeds for large datasets can run slower than expected
- Users mention backup policy customization options are limited
Metallic Backup For Microsoft Dynamics 365
Metallic Backup For Microsoft Dynamics 365 is Commvault’s cloud-native SaaS backup covering Dynamics 365 Sales, Marketing, Customer Service, and Field Service modules. Built on Microsoft Azure infrastructure, it handles full metadata and property backup alongside business data. We think this is a solid option for enterprises already using Commvault who want consistent Dynamics 365 protection under one management umbrella.
Metallic Backup For Microsoft Dynamics 365 Key Features
Metallic Backup For Microsoft Dynamics 365 protects Sales, Marketing, Customer Service, and Field Service modules with automated scheduling and on-demand backup. The platform captures full metadata, custom properties, relationships, and business data in each backup job. Granular restore lets you recover individual records or bulk-restore entire tables. Running natively on Azure simplifies connectivity and reduces data transfer overhead for organizations already in the Microsoft ecosystem. The Commvault Cloud management console provides unified visibility if you’re protecting other workloads with Metallic or Commvault products.
What Customers Say
Users praise the broad module coverage and the reliability of automated backups. Organizations already running Commvault value the unified console for managing Dynamics 365 alongside other workloads. Something to be aware of is that the interface carries Commvault’s complexity, which can overwhelm teams focused only on Dynamics 365 backup. Pricing is structured around Commvault’s broader licensing model, which adds friction for standalone use.
Our Take
We think Metallic Backup For Microsoft Dynamics 365 fits enterprises already invested in Commvault’s ecosystem who want Dynamics 365 backup under the same management console. The full metadata and multi-module coverage are strong selling points. Standalone buyers may find the complexity and pricing better suited to broader Commvault deployments.
Strengths
- Covers Sales, Marketing, Customer Service, and Field Service modules
- Full metadata, property, and relationship backup alongside business data
- Unified Commvault Cloud console for managing multiple workloads
- Native Azure deployment reduces data transfer overhead
Cautions
- Users report the Commvault interface overwhelms teams focused only on Dynamics 365
- Reviews note pricing is structured for broader Commvault deployments
Skyvia Dynamics 365 Backup And Restore
Skyvia Dynamics 365 Backup And Restore is a cloud-based backup service offering daily automated and on-demand manual backups for Dynamics 365 data. It stores backups in Azure geo-redundant storage (GRS) with AES 256-bit encryption and supports cross-account restores. We think this is a practical option for small to mid-size teams that want straightforward Dynamics 365 backup without enterprise complexity.
Skyvia Dynamics 365 Backup And Restore Key Features
Skyvia Dynamics 365 Backup And Restore runs daily automated backups alongside manual on-demand snapshots when you need them. AES 256-bit encryption protects data at rest in Azure GRS, providing geographic redundancy without additional configuration. Snapshot comparison shows exactly what changed between backup points before you restore. Cross-account restore lets you move data between different Dynamics 365 environments, which is useful for migrations and testing. The restore process supports granular record-level recovery alongside full environment rollback.
What Customers Say
Users appreciate the simplicity of setup and the visual snapshot comparison tool. The cross-account restore feature gets positive marks from teams managing development and production environments. Something to be aware of is that daily backup frequency limits RPO compared to solutions offering more frequent schedules. Advanced users want more control over backup scheduling and retention policies.
Our Take
We think Skyvia Dynamics 365 Backup And Restore fits smaller teams and mid-market organizations wanting simple, reliable Dynamics 365 backup without managing infrastructure. The snapshot comparison and cross-account restore are useful features at this price point. Organizations needing backup frequencies higher than once daily should evaluate alternatives.
Strengths
- Simple setup with daily automated and on-demand manual backups
- AES 256-bit encryption in Azure geo-redundant storage
- Cross-account restore supports migrations and dev/test workflows
- Snapshot comparison shows changes before committing to restores
Cautions
- Customers note daily backup frequency limits RPO for critical environments
- Users mention scheduling and retention customization is limited
Own Recover For Microsoft Dynamics CRM And Power Apps
Own Recover For Microsoft Dynamics CRM And Power Apps provides granular backup and restore for Dynamics 365 and Power Apps environments. Following Salesforce’s acquisition of Own (formerly OwnBackup) for $1.9 billion, the platform continues to operate as a standalone product supporting Microsoft environments. We think this is a strong option for organizations needing precise, field-level restore capabilities across complex Dynamics 365 deployments.
Own Recover For Microsoft Dynamics CRM And Power Apps Key Features
Own Recover For Microsoft Dynamics CRM And Power Apps delivers granular restore from individual fields and records up to full environment rollbacks. The platform covers business data, metadata, relationships, and custom configurations in each backup. An archiving capability moves inactive data out of production while keeping it recoverable, which helps manage Dynamics 365 storage costs. Automated scheduling runs backups without manual intervention, and the comparison tool highlights differences between backup states and live data before you commit to a restore.
What Customers Say
Users consistently praise the granular restore precision, particularly the ability to recover individual fields without affecting surrounding data. The comparison tool gets strong marks for preventing unintended overwrites during restores. Something to be aware of is that initial setup and configuration for complex Dynamics 365 environments takes significant effort. Some users find the interface navigation less intuitive than expected for routine tasks.
Our Take
We think Own Recover For Microsoft Dynamics CRM And Power Apps fits organizations with complex Dynamics 365 environments that need precise, field-level recovery. The archiving feature adds real value for managing storage costs. Smaller deployments with simpler restore needs may not require this level of granularity.
Strengths
- Granular restore from individual fields up to full environment rollbacks
- Archiving moves inactive data out of production to reduce storage costs
- Comparison tool prevents unintended overwrites during restores
- Covers business data, metadata, relationships, and custom configurations
Cautions
- Users report initial setup for complex Dynamics 365 environments takes significant effort
- Reviews note interface navigation is less intuitive for routine tasks
What To Look For: Dynamics 365 Backup Checklist
When evaluating Dynamics 365 backup solutions, we’ve identified six essential criteria. Here’s what you should be asking:
- Backup Frequency And Reliability: How often does the platform back up your data? Is backup frequency customizable? Can you verify backups completed successfully without manual checks? For critical business data, does the vendor offer RPO and RTO guarantees?
- Restore Granularity And Speed: Can you restore individual records, or only entire environments? How fast are restores, especially for large data sets? Can users self-serve recoveries, or does everything go through IT? How intuitive is the restore interface for non-technical users?
- Metadata And Configuration Coverage: Does the backup capture only records, or also metadata, customizations, and workflow configurations? Can you restore to a different environment for testing? How does the vendor handle system-generated fields and lookups during recovery?
- Compliance And Data Residency: Does the solution support your required compliance standards like GDPR, HIPAA, or PCI-DSS? Where is backup data stored? Can you control data residency for your region? What audit trails and compliance reporting does the vendor provide?
- Management Overhead And Support: How much daily oversight does the backup solution require? Can you set policies and forget about it, or does it demand constant tuning? What’s the support SLA for backup failures or restore issues? How responsive is the vendor to account and technical questions?
- Integration With Your Environment: Does the backup solution integrate with Teams, SharePoint, or other Microsoft 365 services? Can users self-serve recovery through chat or other familiar interfaces? What API capabilities exist for integration with your existing recovery workflows?
Weight these criteria based on your environment. Organizations running multiple Dynamics 365 instances should prioritize multi-tenant management and cross-tenant restore. Regulated industries need strong compliance coverage and data residency controls. High-volume user populations benefit from self-service recovery through familiar interfaces. Enterprise environments managing complex customizations should focus on metadata coverage and restore to alternate environments for testing.
How We Compared The Best Cloud Backup Solutions For Microsoft Dynamics 365
Expert Insights is an independent editorial team that researches, tests, and reviews cloud backup and data protection solutions. No vendor can pay to influence our review of their products. Our Editor’s Scores are based solely on product quality. Before testing, we map the full vendor landscape for each category, identifying all active vendors from market leaders to emerging challengers.
We evaluated six Dynamics 365 backup platforms across backup frequency and coverage, restore speed and granularity, metadata and configuration protection, compliance capabilities, ease of management and support quality, and real-world customer satisfaction over multiple years. We assessed recovery time for various failure scenarios, metadata handling during restores, and how well each platform integrates with existing Dynamics 365 workflows and Microsoft 365 services.
Beyond hands-on testing, we conducted market research across cloud backup landscapes and reviewed long-term customer feedback to validate vendor claims against operational reality. We spoke with product teams to understand architecture decisions, compliance roadmaps, and known limitations. Our editorial and commercial teams operate independently. No vendor can pay to influence our review of their products.
This guide is updated quarterly. For full details on our evaluation process, visit our How We Test & Review Products.
The Bottom Line
No single Dynamics 365 backup solution fits every organization.
For simplicity and compliance, Keepit delivers automated backup with GDPR and HIPAA built in. Multi-tenant support and unlimited storage make it accessible for mid-market teams.
If user self-service recovery is a priority, AvePoint lets end users restore data through Teams, significantly reducing help desk volume. Fast backups up to four times daily support high-volume environments.
For multi-tenant environments with consistent long-term satisfaction, Skyvia provides cross-tenant restore capabilities and responsive support without ongoing management overhead.
For enterprise teams managing complex Dynamics 365 deployments, Metallic and Own provide thorough metadata coverage and granular recovery options. Own’s dedicated onboarding support accelerates adoption, while Metallic’s cloud-native architecture eliminates infrastructure management.
Read the individual reviews above to dig into deployment specifics, compliance coverage, pricing, and the trade-offs that matter for your Dynamics 365 environment.
FAQs
Everything You Need To Know About Microsoft Dynamics 365 Backup (FAQs)
Microsoft Dynamics 365 is a suite of intelligent business apps that aim to help organizations improve efficiency, decision-making, and customer experiences, while reducing complexity and cost. Dynamics 365 is also designed to integrate with existing business tools and services to result in a comprehensive and holistic management solution.
The service has several use cases for different business types. Sales and marketing teams can build CRM functionality to increase visibility into customer pain points, track lead pipelines, and improve sales processes. Customer service teams can use the suite to build more personalized and efficient customer service processes and automate time-consuming tasks. The service is designed to be flexible, dynamic, and can be tailored to unique business use cases. Dynamics has the ability to support new IoT technologies for insights across devices, in industries like manufacturing and healthcare.
Dynamics 365 can be built into critical business processes and resources to improve efficiency and reduce costs. However, this means that if the system is misconfigured, breached, or drops offline, key business processes may be severely impacted. Microsoft does perform an automatic backup of Dynamics once per day – but this backup is only retained for 3-days, after which data will be permanently deleted. With Dynamic’s backup solution, data can be stored as frequently, and for as long, as you require.
There are several reasons it’s a good idea to have a third-party backup system in place for Dynamics 365:
- Mitigating against cyber-attacks: Dynamics 365 holds valuable data that cybercriminals could target with ransomware and malware. Backups ensure you can keep operating, even if ransomware has been deploted on your network.
- Provider outages: Data held in third-party systems is always outside of your control. Having a robust backup in place ensures that you have ownership of the data in the case of unforeseen outages by service providers.
- Damage to hardware: Natural disasters, fires, even spilled coffee can damage equipment and bring key systems offline. Backups ensure that even if hardware is damaged, your business can keep operating.
- Insider risks: Employees naturally make mistakes and errors which can have unforeseen consequences. A small misconfiguration can cause widespread and unexpected errors. By using a backup solution, you can easily roll back the clock and undo any unintended changes.
- Compliance: Many regulated industries, such as healthcare and finance, have strict compliance regulations around storing customer data, and hefty penalties for lost data. Backups will ensure customer data is stored securely, and can be recovered.
Failing to have a robust backup solution in place can be extremely costly for businesses, who will have to deal with the cost of decreased business operations, alongside the cost of recovering from the root cause of the data loss. On top of this, you may have to deal with legal issues such as fines or litigation. For this reason, implementing a strong, fully-featured backup solution for Dynamics 365 is a worthwhile investment.
In addition to backing up your Dynamics data, if your organization utilizes Microsoft’s 365 productivity suite, you may need a backup and recovery solution that covers the rest of your M365 environment. You can find a list of the best M365 backup and recovery providers here.
There are multiple cloud-based SaaS backup providers offering backup for Microsoft Dynamics 365 data. The solutions in our list will integrate with Dynamics 365 to automatically backup data, reducing the risk of data loss and building a scalable backup process.
When considering which solution is right for your organization, here are some key features to look for:
- e-Discovery: The best solutions will make it easy to search and find the backup data you wish to restore.
- Scalability: Look for a solution with scalable policies to ensure you can backup all the data you need to, even when your organization grows.
- Retention: Retention requirements can vary between use cases. Ensure you know how long your data will be held for.
- Ease Of Use: The system should be intuitive, easy to use, and quick to itegrate with Microsoft Dynamics 365.
- Analytics: Many solutions will provide analytics and a data analysis so you can compare and track backups across different environments.
Written By
Joel is the Director of Content and a co-founder at Expert Insights; a rapidly growing media company focussed on covering cybersecurity solutions.
He’s an experienced journalist and editor with 8 years’ experience covering the cybersecurity space. He’s reviewed hundreds of cybersecurity solutions, interviewed hundreds of industry experts and produced dozens of industry reports read by thousands of CISOs and security professionals in topics like IAM, MFA, zero trust, email security, DevSecOps and more.
He also hosts the Expert Insights Podcast and co-writes the weekly newsletter, Decrypted. Joel is driven to share his team’s expertise with cybersecurity leaders to help them create more secure business foundations.
Technical Review
Craig MacAlpine is CEO and Founder of Expert Insights. Before founding Expert Insights in August 2018, Craig spent 10 years as CEO of EPA Cloud, an email security provider that rebranded as VIPRE Email Security following its acquisition by Ziff Davies, formerly J2Global (NASQAQ: ZD) in 2013.
Craig is a passionate security innovator with over 20 years of experience helping organizations to stay secure with cutting-edge information security and cybersecurity solutions.
Using his extensive experience in the email security industry, he founded Expert Insights with the singular goal of helping IT professionals and CISOs to cut through the noise and find the right cybersecurity solutions they need to protect their organizations.