Microsoft Dynamics CRM for Outlook failure recovery

Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access includes functionality that uses Microsoft SQL Server Express. This enables Microsoft Dynamics CRM users to work offline with data synchronized to SQL Server when Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access is brought online again.

In some cases, Microsoft Dynamics CRM users may want to back up the local Microsoft SQL Server Express database. This is especially useful when Microsoft Dynamics CRM users are offline for prolonged periods. The following table indicates different methods that can be used for backing up Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access.

Backup Method What to Back Up for Microsoft Dynamics CRM Comments

Offline backup

Contents of Microsoft Dynamics CRM data directory. Default location is:

SystemDrive:\Program Files\Microsoft Dynamics CRM\LocaleCode\sql\ 5.0

Before you start the backup, make sure that the SQL Server (CRM) service is stopped. Restart the service after the backup is complete.

Online backup using Microsoft tools



Use SSMSE or sqlcmd.exe (a command-line tool) that is available for download.

Online backup using non-Microsoft tools



Look for tools that are compatible with Microsoft SQL Server Express.

Microsoft SQL Server Management Studio Express (SSMSE) provides a graphical management tool for Microsoft SQL Server 2008 Express Edition that includes backup and recovery features. You can download SSMSE and sqlcmd.exe at Microsoft SQL Server 2008 Management Studio Express.

If there is a problem with Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access before the user can reconnect to the server, the backup can be used to restore Microsoft Dynamics CRM functionality to the client. Microsoft Outlook should be in offline mode before you restore the backup. When restored, you can then connect to the Microsoft Dynamics CRM Server 2011 (online mode). The data not already on the server will be transferred to the server from the client. Be careful when reconnecting to the server. If you restore from an outdated backup, the existing data on the server may have subsequently changed. However, neither Microsoft SQL Server Express nor SQL Server recognizes this fact. Therefore you run the risk of overwriting current data on the server by using older data from the offline client backup.

See Also


Failure Recovery

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