Snapshot Restore

Snapshot restore allows administrators to restore all records from a selected entity within a backup snapshot.

Load a Snapshot or Select from Backup History

1. Navigate to the Restore History in Backup4Dynamics.

2. Choose the backup snapshot containing the entity data you want to restore.

3. Click on 'View/Restore' button next to that snapshot.

Select the entity you want to restore and click the Search button.

Select the required records for restoration. If you click on the 'Restore Selected Records' button, then only the selected records will be restored. When you select 'Restore All Account changes', then all the records will be restored

Then click on Next

Restore Options (Snapshot)

During the restore process, the administrator can choose how existing records and deleted records are handled.

For Existing Records:

• Overwrite Live Data — Replace the existing record values with the values from the backup snapshot.

• Fill Blanks Only — Populate fields that are currently blank.

• Keep Current Value When Backup Field Is Blank — Keep the current value when the corresponding backup field is blank.

• Skip — Leave the existing record unchanged.

For Deleted Records:

• Skip — Leave the deleted record unchanged.

• Create — Recreate a record that exists in the backup snapshot but has been deleted from the live environment.

Restore Options (Granular)

During the restore process, the administrator can choose how existing records and deleted records are handled.

For Existing Records:

• Overwrite Live Data — Replace the existing record values with the values from the backup snapshot.

• Fill Blanks Only — Populate fields that are currently blank.

• Keep Current Value When Backup Field Is Blank — Keep the current value when the corresponding backup field is blank.

• Skip — Leave the existing record unchanged.

For Deleted Records:

• Skip — Leave the deleted record unchanged.

• Create — Recreate a record that exists in the backup snapshot but has been deleted from the live environment.

Automation and Data Fidelity

If you do not want to trigger background processes, such as plugins, workflows, or Power Automate flows, during the restore operation, enable the Bypass option in the Automation and Data Fidelity section.

When this option is enabled, the specified background processes are bypassed during the restore operation.

Restore Related Records (Snapshot)

When restoring individual records, you can choose to include related records in the restore operation. Select the applicable relationship types (1:N and N:N relationships) to include related records for restoration.

Restore Related Records (Snapshot)

The restore process allows administrators to choose whether to include related records and select the applicable relationship types.

1. On the Restore Related Records screen, specify whether you want to include related records.

2. If including related records, select the applicable 1:N and N:N relationship types and select Next to continue to Restore Options.

Restore Options (Snapshot)

During the snapshot restore process, configure how existing and deleted records are handled.

For Existing Records:

• Overwrite Live Data — Replace the existing record values with the values from the backup snapshot.

• Fill Blanks Only — Populate fields that are currently blank.

• Keep Current Value When Backup Field Is Blank — Keep the current value when the corresponding backup field is blank.

• Skip — Leave the existing record unchanged.

For Deleted Records:

• Skip — Leave the deleted record unchanged.

• Create — Recreate a record that exists in the backup snapshot but has been deleted from the live environment.

Review and Start the Restore

The Review & Confirm step displays the restore scope, selected restore options, and confirmation details before the restore begins. Review the information and select Restore to start the restore operation.

Acknowledge the restore message and click Restore.

The Restore process will get started