How to Restore Deleted History CRM Records from OOB & Custom Entities in Bulk

Jane, a sales manager at a growing e-commerce company, was feeling stressed. During a discussion with the Sales Admin, she shared her recent struggles while updating multiple records in Dynamics 365 CRM. In her haste to meet a deadline, she accidentally deleted a critical account record. To make matters worse, a teammate unknowingly edited other key records, leading to data discrepancies. With an upcoming audit on the horizon, Jane was searching for a solution to restore the Dynamics 365 CRM data without wasting hours or disrupting her team’s workflow.

Sound familiar to you? +1 from me as well.

While looking for an effective and pocket-friendly solution, Jane found the Undo2Restore app by Inogic—a solution that can easily undo Dynamics 365 CRM changes, recover deleted records, and restore older versions of data.

Microsoft natively limits undo operations and restores to only the last 30 days of data or document versions, Undo2Restore goes beyond these limitations. It enables both undo and restore operations without any time restriction, provided the audit function is enabled.

Undo2Restore: The Data Restoration App That Saves the Day, empowers CRM users like you, me, and Jane to seamlessly undo changes, recover deleted records, and restore older versions of data across all entities (both OOB and custom).

YES, YOU READ IT RIGHT! UNDO2RESTORE SUPPORT ACROSS ALL ENTITIES.

It’s a game-changer for businesses that value accurate, up-to-date CRM records.

Here’s how Jane handled her situation using Undo2Restore:

She downloaded the app from the Inogic website and followed a simple setup process.

Next, she went to the “Enable Entities” option under License Registration. Picked the entities needed to restore data—you can select as many entities as you like.

Since she also wanted to fix multiple records at once, Jane used the Bulk Undo feature. This allowed her to reverse all the unintended changes in one go, saving her hours of work.

Undo2Restore also helped her track and restore Dynamics 365 CRM document versions, ensuring her CRM records were audit-ready. This made it much easier for her team to prepare for the upcoming review without any hassle.

What Makes Undo2Restore Stand Out?

Unlike the standard restoration features in Dynamics 365 CRM, Undo2Restore offers unparalleled flexibility:

• Restore Across All Entities: No more limitations—Undo2Restore works for both OOB and custom entities.
• Quick Setup: Jane set up the app in a few steps, with no need for IT assistance.
• Comprehensive History Tracking: The app stores past changes, allowing restoration from any point in time.

Why Your Business Needs Undo2Restore?

Whether you’re a sales manager like Jane or an administrator managing large datasets, Undo2Restore offers these key benefits:

1. Data Accuracy: Easily undo accidental changes or recover deleted records to ensure reliable CRM data.
2. Time Efficiency: With quick restore Dynamics 365 data, focus on core tasks instead of tedious data recovery.
3. Audit Simplification: Restore specific data versions to maintain an accurate record for audits.
4. User-Friendly Interface: Designed for non-technical users, reducing dependency on IT support.
5. Cost Savings: Minimize downtime and errors, leading to increased productivity and reduced recovery costs.

Don’t let data management challenges slow you down. Whether it’s recovering a deleted record or undoing an unintended change, Undo2Restore is here to simplify your CRM experience.

Start your 15-day free trial today by downloading the app from Inogic website or Microsoft AppSource.

Need more details or a demo? Contact us at crm@inogic.com.

The post How to Restore Deleted History CRM Records from OOB & Custom Entities in Bulk appeared first on CRM Software Blog | Dynamics 365.