Microsoft Dynamics 365 CRM is a powerful and flexible solution for managing customer relationships. However, sometimes users may accidentally delete or modify important records and wish they could undo their actions. Unfortunately, Dynamics 365 CRM does not have a built-in Recycle Bin feature that allows users to restore deleted records and undo changes made to a record. This can cause frustration and data loss for users who need to recover their data.
This ill-fated incident took place with one of the growing e-commerce enterprises. One day, due to a series of unfortunate events, their CRM's critical recent customer records vanished without a trace. The absence of a recycle bin in their CRM left them in a state of panic.
There are several such incidents that take place on a regular basis in businesses! Reports suggest that businesses experience an average of 5 to 20% data loss each year and over 75% of data loss is caused due to human error!
In the face of such challenges, the question emerges, how can this be remedied? Thankfully, there is a solution by Inogic, one of the leading Microsoft Global ISVs, called
Enter Undo2Restore: A Knight in Shining Armor
Undo2Restore is a productivity app that helps users to undo changes and restore records in Dynamics 365 CRM with a single click. Whether it is the last change that users want to undo, or the changes that were done in the past, Undo2Restore can do it all without any hassle. You can also undo bulk changes on multiple records at once!
Undo2Restore is easy to install and use and provides a safety net for users to conduct their day-to-day activities without fear of losing data due to human or technical errors.
How Does Undo2Restore Work?
Undo2Restore employs cutting-edge technology to identify and rectify the absence of the Recycle Bin issue. It allows the users to resume normal operations without losing valuable data. It seamlessly integrates with Microsoft Dynamics 365 CRM and merges with the existing system architecture, requiring minimal setup and providing users with an intuitive experience.
- Undo2Restore operates in the background and maintains an audit trail of all your changes.
- When an accidental deletion occurs, Undo2Restore’s simple and user-friendly interface within the CRM allows users to instantly access the deleted data and restore it.
The Benefits of Using Undo2Restore
- Comprehensive Data Protection
Undo2Restore ensures that no piece of data is lost forever. Even without a built-in recycle bin, your CRM can be equipped with a robust data recovery mechanism.
- Minimal Disruption
Data recovery shouldn't be a cumbersome process. Undo2Restore seamlessly integrates into your CRM workflow, offering quick and hassle-free recovery options.
- Peace of Mind
No need to be worried about not having a Recycle Bin! Knowing that your data is safeguarded and can be restored at any moment provides peace of mind. This enables your team to work confidently without the fear of irretrievable data loss.