To back up Dynamics 365 CE data, the Microsoft 365 user must be assigned the Global administrator role and have a proper Dynamics license.

The user must also be assigned the system administrator security role and have read-write access.

To check security role and access mode

  1. In your Dynamics app, open Advanced Settings.
  2. Select Settings > Security > Users.
  3. Open the user:
  • To check security role, in the top navigation bar, select Manage Roles, and make sure System Administrator is selected.
  • To check access mode, scroll down to Administration and make sure¬†Access Mode is set to Read-Write.