Applies to all Dynamics Online instances.
Follow these steps to create an example MISSION: Auto Number rule for the Dynamics 365 Account entity.
To complete these steps, the user performing these actions must have:
- System administrator security role
- Be a global administrator (Only required when performing a Dynamics 365 online backup). You can also sign in with Dynamics 365 System Administrator or Delegated Admin security roles.
Navigate to https://portal.office.com and select "Admin"
From the "Admin Centers" page, select "Dynamics 365" page
While within the "Dynamics 365" Admin Center, select "BACKUP & RESTORE"
Select the instance you want to back up from the drop down list, then select "New Backup"
Enter a name that clearly labels what the backup is for, then select "Create"
With the backup being prepared, you should see your backup in the list available with its status
There are not automated notifications, you must check this list periodically until your backup has been set as "Available"