Check security role and access mode for Dynamics user

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

  • In your Dynamics app, open Advanced Settings.
  • Select Settings > Security > Users.
  • 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.