Monday 10 January 2011

Back up Dynamics CRM 4.0

Backing up the Microsoft Dynamics CRM Server involves the following data:

1) Microsoft Dynamics CRM Server database files
2) Microsoft Dynamics CRM Server program files
3) Microsoft Dynamics CRM Web site files
4) Customizations made to Microsoft Dynamics CRM

By default, all Microsoft Dynamics CRM program files are located in the following folder:
C:\Program Files\Microsoft CRM\

By default, the Microsoft Dynamics CRM Web site files are located in the following folder:
C:\Inetpub\wwwroot

The Export Customizations tool can be used to back up Microsoft Dynamics CRM customizations such as modified forms, views, and mappings. The Export Customizations tool is located in the Customizations area of the Settings area in the Microsoft Dynamics CRM application. It is a good practice to make a backup of your customizations before you try to make changes.

There is no need to take back up of program and website files until and unless there is configuration related changes in ifd.config files.

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