How do I use the Microsoft 365 feature Cloud Backup?

Section 1: Prerequisites

You must have a current Sage 50c subscription
You must be on a currently supported version of the Sage 50 product. For information on our obsolescence policy, see article DocLink: FAQ - Sage 50 US Obsolescence
The Sage 50 product must be activated. For steps on how to activate the product, see article DocLink: How to activate Sage 50—U.S. Edition
You must have a subscription to one of the following Microsoft 365 plans: Business Basic, Standard, Premium or one of the Enterprise levels: E1, E3, or E5.
Business must be located in one of the 50 U.S. states or Washington D.C.
You must have the Microsoft 365 Connector if you have Microsoft 365 through another provider
All cloud backup configuration must be done on the machine that holds the Sage 50 data (server)
Sage 50 must be configured to run as an administrator.
The computer must be powered on at the time of the scheduled Cloud Backup, and the computer cannot be in sleep mode.
None of the following components should be in power-saving mode: hard drive, NIC, Wi-fi card.
The Sage 50 program must be closed at the time of the scheduled Cloud Backup.
The Microsoft 365 user name you use to login with must have the Global Administrator role.
While it is not a minimum requirement, it is recommended that you have an internet upload speed of 5 Mb/s or faster. If you have an upload speed of 2 Mb/s or slower, you may experience failures due to slow upload speeds.
The sign-in token that authorizes the connection between Sage 50 and Microsoft 365 only lasts for a time frame that is slightly shorter than an hour before it expires. This means that if the speed of your internet connection in conjunction with the size of your backup means that sending your backup would take more than an hour, it's very likely your cloud backup would fail.

Section 2: Set up Cloud Backup Functionality

Go to File, Cloud Backup, Cloud Backup Settings. (If you get a web page marketing Cloud Backup instead of a normal configuration window, then your Sage 50 product is not properly activated. See the steps in How to activate Sage 50—U.S. Edition).
Click the Sign In button under Microsoft 365 Account Info.
Enter your Microsoft 365 Email and Password.
Click Accept to authorize Sage 50c access to your Microsoft Microsoft 365 account.

Section 3: Make an On-demand Cloud Backup

Go to File, Cloud Backup, Cloud Backup Settings.
Click the Run Backup button on the Automatic Cloud Backup toolbar.
Ensure all users are logged out of the company and click OK on the message to close the company.
Enter user credentials, if user security is enabled in the company.

Section 4: Schedule Cloud Backups to Run at Designated Times

Verify that you are in the correct Sage 50 company.
Go to File, Cloud Backup, Cloud Backup Settings.
Check Create a cloud backup.
Choose the time and day(s) you would like to schedule the backup.
Check Logout users prior to running to backup, if you are running Sage 50 in a multi-user or network environment.
Enter email recipients who should receive notification when the cloud backup is completed.
After saving the settings, there is a task automatically added to the Windows Task Scheduler.

Section 5: How to stop cloud backup

Go to File, Cloud Backup, Cloud Backup Settings.
Uncheck Create a Cloud Backup.
Press Save, and Close

Section 6: Restore a cloud backup

Note: You must currently be logged in locally to the company you wish to restore

Go to File, Cloud Backup, Restore from the cloud.
Click the backup file that you would like to restore and click Next.
Proceed with the Restore wizard.

Section 7: Retrieve Cloud Backups from One Drive

Access website https://portal.office.com, sign into Microsoft 365 account using Global Admin credentials
From app selection screen choose: OneDrive
When the Sage 50 company is uploaded to Microsoft 365 a new group is created in OneDrive.
Select the company under Groups
Backup folder contains all cloud backups which are date and time-stamped.
Select the download that is needed
Download the backup to your local computer by selecting Download or the arrow point downwards at the top of the window
Restore backup in Sage; Refer to How to restore a backup.

(*Note: In the Open Backup File box, select the download folder in the "Look in" drop down to see the backup that was downloaded to the pc)

Video:

Sage 50 Cloud Backup