Requirements
The service account used for the backup must be assigned the proper admin roles and licenses to create a Power Platform / Dynamics 365 connector.
Admin Roles
For Power Platform and Dynamics 365 coverage, the Microsoft 365 service account must be assigned:
- the Global administrator role
- the Dynamics 365 administrator role
- the System administrator security role and have read-write access
Note: After the connector is created, you may remove the Global Admin role from the service account. However, for the backup to continue properly, you will need to add the Dynamics 365 Administrator and Power Platform Administrator roles and follow certain other measures. For details, go to: Removing the Global admin role from Dynamics 365 backup service account
Security role and access mode
Follow these steps to check that the service user has the system administrator security role and read-write access.
Check security role and access mode
- In the Power Platform admin center, open the appropriate environment.
- Under Access, select Users.
- If the service account is not present in the list, select Add user and add the user to the environment.
- Open the user:
- To check security role, in the top navigation bar select Manage security roles and ensure the System administrator role is checked.
- To check access mode, under Administration and ensure Access Mode is set to Read-Write.
Licenses
The Dynamics license can be:
- One of the following subscription plans (or individual licenses that are part of these plans): Dynamics 365 Plan, Customer Engagement Plan, Unified Operations Plan, Dynamics 365 Applications, Dynamics 365 Team Members
- One of the following Dynamics 365 apps: Marketing, Sales, Customer Service, or Field Service
The Power Platform license can be:
- Power Pages authenticated user
- Power Pages anonymous user
- Power Automate Premium
Note: To back up both Power Pages and Power Automate, you’ll need a Power Pages license and a Power Automate Premium license.
Create a Power Platform / Dynamics 365 connector
Follow these steps to create a Power Platform / Dynamics 365 connector and set up your backup configuration.
1. On the Connectors page, select + Add connector > Add Power Platform / Dynamics 365 connector.
2. Select Continue to be redirected to the Microsoft sign-in page. If you are not already signed in, enter your Microsoft account credentials.
3. Read through the permissions and grant access by selecting Accept.
Note: You will only be prompted for permissions the first time you create a connector. Afterward, Keepit retains the permissions it needs.
4. You will be redirected back to Keepit where you can configure your connector.
Here you can:
- Change the name of the connector.
- Select which environments to include in the backup.
- Manage user access to the connector by selecting the lock icon.
- Limit the retention period.
5. Select Create. Your connector will be created, and the first backup will be scheduled.