When working with business-critical data in Microsoft Dynamics 365 CRM, you never want someone in your organization to accidentally delete some CRM records. Unfortunately, records deleted in Microsoft Dynamics 365 cannot be recovered because there is no "Trash" or "Recycle Bin" to undo or restore deleted records.
You may be able to restore the deleted records if you have a recent backup of your Microsoft Dynamics 365 database. Otherwise, there is no out-of-the-box functionality in Microsoft Dynamics 365 CRM for retrieving deleted history records.
There is no reason to worry because Inogic has a Preferred App Undo2Restore that can help you restore deleted Microsoft Dynamics 365 CRM records.
But first, let’s know about the consequences of accidentally deleting or losing data on your business.
Accidentally deleting critical CRM data can put your company in a bind and have negative consequences.
Here are some stats to help you understand the impact of poor data management on your organization:
According to the findings of various studies, approximately 30% of all resources in any company are spent on avoidable data-related activities.
If repetitive tasks like manually restoring accidentally deleted data were automated, 60 percent of employees could save six or more hours per week. In fact, cloning CRM data and establishing a proper export routine within CRM can boost productivity.
Undo2Restore is a Microsoft AppSource preferred one-click productivity app for Microsoft Dynamics 365 CRM that allows users to undo changes and restore records. Undo2Restore can restore changes made recently or a few weeks ago to single or multiple records. All entities for which auditing has been enabled in CRM, whether OOB or custom, can be restored using Undo2Restore.
Keep reading to learn more about the useful features of the Undo2Restore App.
Key features of Undo2Restore:
Undo Changes with a Click: Once you integrate Microsoft Dynamics 365 CRM with Undo2Restore, unwanted changes to records can be undone by just clicking on the Undo2Restore button. Which will return the records to their original state.
Undo Changes in multiple records at once: Undo2Restore enables users to undo unintentional changes to multiple records at once. Simply select multiple records in CRM and click the Undo2Restore button, and all of your selected records will be restored to their original state.
View and Restore History Changes: Dynamics CRM Users can view a list of all past changes made to the record by going to the history grid and restoring the changes made in the previous week or month by selecting the changes from the list and clicking on the undo button on the history grid. Making it possible to restore historical record changes.
Restore Deleted Records: It's never fun to lose your CRM data! and we at Inogic understand this well, so Undo2Restore allows you to restore/retrieve deleted CRM records. You can do this by clicking the 'Restore Deleted' button, which will bring up a list of all the deleted records, from which you can select the desired record and click the 'Restore' button to retrieve it. Bingo! Your desired record will be restored quickly.
Microsoft Dynamics 365 CRM users can focus on their core tasks while saving time and energy on data loss issues thanks to Undo2Restore's useful data recovery features.
Do you want to save time by automating the manual exporting of CRM reports? You can now do so with our Microsoft AppSource Preferred App Click2Export, a one-click productivity app that allows you to export CRM reports in five different file formats: Excel, Word, PDF, CSV, or TIFF.
Until then, give this a try instead of restoring your data each time!
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