1 Click to Undo changes in Dynamics 365 CRM – Restore changes done last, in past and multiple records too!

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After 1 Click to Clone, 1 Click to Export we are quite excited to announce release of our another star-studded addition to our suite of productivity apps – Click2Undo. As the name suggests, it is an app that restores the last state of Dynamics 365 CRM records in just 1 click.

Since Dynamics 365 is a vast customer relationship management system, it deals with bulk of data and at several instances its users make changes that are not desired. In case there is an unwanted change, it becomes nearly impossible for the users to restore the previous state and therefore, it can cause a chaos in the business. Altering data, that is not as per business requirement can lead to an overall havoc and the business may come up with many problems. It is always desirable to find a solution that addresses this issue.

In order to retain the last state of altered data we have developed the robust app Click2Undo. Click2Undo takes care of any changes done in a record and with the help of this app users can restore history changes done in a record and be in control of their business. Let’s see how with the help of Click2Undo businesses can be relieved.

Suppose Sam is the salesperson who is working on his sales target. Here are few scenarios where he can make use of Click2Undo:

Restore last changes

Suppose Sam imports bulk records for some business requirement. Here, for few records erroneous data is imported and therefore, Sam needs to restore their previous state. In such a scenario, Sam simply clicks on Click2Undo button and the data is restored to their previous state.

Now, Click2Undo button is clicked and last state is restored.

Restore changes done in past

With the help of Click2Undo Sam can restore the changes done to a record in the past. For instance there was a change in the record’s data one month ago. The change done in the past one month can be done using Click2Undo. By default with Click2Undo changes that were done in past 30 days can be restored.

Let’s undo history changes. For this click the side arrow button next to Click2Undo and select history. The History changes will appear, Sam can select the changes he wants to restore and these changes will be undone in the record.

Restore changes done in multiple records

In a scenario Sam needed to change certain data in few records as per a new deal so he goes ahead and changes them. But for some business requirement the deal does not fructify so he needed to re-instate the altered data to their previous state. In such a case there is no provision in Dynamics 365 to restore the changes done in the record. Here, Click2Undo comes to his rescue. He can select all those records whose last state has to be restored and bring back the records to their original state.

So you have seen how with the help of Click2Undo unwanted changes done in Dynamics 365 CRM records can be scraped and last state be regained. Time saving isn’t it?

So stay there, with this powerful app which acts as a boon for the Dynamics 365 user. For any query or suggestion drop a mail at crm@inogic.com and we can schedule a meeting with you. In the meantime you can visit the product page of Click2Undo to know more and download the solution for a free trial of 15 days. Follow this help guide for setup information.

Till then, Ciao and Please Stay Safe!

The post 1 Click to Undo changes in Dynamics 365 CRM – Restore changes done last, in past and multiple records too! appeared first on CRM Software Blog | Dynamics 365.