Everyone in an organization feels a sense of accomplishment when Microsoft Dynamics CRM is installed, design is complete, implementation is complete, all users are trained and the system is running live! This is a great feeling, and often organizations think they can now relax. Not quite, there is still work to be done to keep Dynamics CRM running at its best.
Backup
Backup plans vary according to servers involved but is a summary of what to backup for Microsoft Dynamics CRM.
Additional items to backup include:
- Windows Server
- Active Directory
- SQL server, including reporting services
- Microsoft Dynamics CRM server
- Server database (explained above)
- Server program files
- Dynamics CRM website files
SQL server maintenance plan should include:
- Reorganize and rebuild indexes
- Update Statistics
- Release cleared space
- Regularly review data retention requirements
- Regularly monitor event logs and performance counters
- Review test and install Windows updates
- Monitor SQL database growth
- Watch for Dynamics CRM updates
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