Define the recovery boundary
Inventory companies, extensions, files and external services. Record what exists inside the environment and what needs a separate backup, including connected commerce systems or external document repositories.
Define a recovery approach for business data and configurations. Review tool coverage, retention, restoration permissions and practical recovery tests.
Plan your solution
Business Central online provides environment recovery capabilities, but your recovery requirements may extend beyond their available history or supported scope. Digital Cloud can assess native restoration, additional protection and operational dependencies against specific business-loss scenarios.
Backup and recovery must be defined for the actual objects and systems in scope. A completed backup is useful only if authorized people can restore the required information within acceptable limits.
Inventory companies, extensions, files and external services. Record what exists inside the environment and what needs a separate backup, including connected commerce systems or external document repositories.
Check available native recovery points and the selected tool’s retention. Longer storage is not the same as restoring individual entries, and an export must not be assumed to be a directly restorable production environment.
Rehearse restoration to an authorised target and check balances, open entries and representative documents. Review permissions, app connections and background jobs before deciding how recovered information returns to operations.
A faulty integration creates widespread changes. The recovery exercise compares a historical environment with valid current transactions and defines a controlled reconciliation approach before normal integration resumes.
The final deliverables, licensing and responsibilities are agreed for your environment before implementation.
Confirm supported objects, retention, storage location, encryption, access and restoration options with the selected tools. Agree recovery objectives and test them; coverage differs between products.
We begin with a conversation about the task, the people involved and the systems already in place. Together we identify what a useful result would look like and which dependencies need attention first. The agreed proposal sets the delivery boundaries, responsibilities and acceptance criteria.
| Project phase | What happens |
|---|---|
| 01Define the design | Translate the requirements into a practical design. Confirm product choices, interfaces, permissions and the responsibilities needed to operate the solution. |
| 02Deliver in stages | Configure or implement the agreed scope, test representative workflows and resolve material issues. Plan user communication and any controlled transition from existing systems. |
| 03Prepare for ongoing operation | Confirm acceptance, document the relevant configuration and prepare the people responsible for daily use. Define maintenance and support arrangements before handover. |
Not automatically. Recoverability and record-retention obligations have different requirements. Archive design, evidence preservation and applicable obligations must be assessed separately with the appropriate business and professional advisers.
The starting environment, integrations, user groups and agreed outputs determine the effort. We confirm scope and commercial terms before work begins. Software licenses, infrastructure consumption and ongoing support may be separate items.
The proposal identifies the deliverables: these may include findings, a prioritized roadmap, a tested configuration, a prototype, documentation or training. We agree what is included and how completion will be assessed.
We review the actual applications, data sources and access requirements before recommending an integration. Dependencies and compatibility limits are recorded so the delivery plan reflects your environment.
You can use the findings to guide your own team or discuss a follow-on phase. Any maintenance, monitoring or support includes separately agreed service hours, responsibilities and response targets.