Keepit for Dynamics 365

Microsoft Dynamics 365 is the operational backbone for organisations running Sales, Customer Service, Field Service, Project Operations, and Marketing. Native Microsoft backup for Dynamics 365 is limited to system-managed snapshots with a maximum 28-day retention. Recovery means a full environment restore that rolls back every record, even the ones you wanted to keep.

Keepit for Dynamics 365 replaces this blunt instrument with precision. You can recover individual entities, specific records, or targeted field values in minutes rather than restoring an entire production instance and losing weeks of legitimate changes. This granular approach is essential for CRM environments where data changes constantly and a full rollback would cause more damage than the original problem.

The platform backs up entities, records, and metadata across the full Dynamics 365 suite — Sales, Customer Service, Field Service, Project Service Automation, and Marketing. Selective environment backup means you can protect production without wasting resources on ephemeral dev environments. Items can be previewed and downloaded as structured JSON or CSV before committing to a restore, giving administrators confidence that they are recovering exactly what they need.