New Enhancements in your Microsoft Dynamics 365 Undo and Restore Process!

You’re in the middle of a hectic workday, and amid a rush of clicks and decisions, you accidentally delete a crucial record from your CRM. Panic sets in as you realize the impact this mistake could have on your workflow.

Studies show that 30% of users admit to accidentally deleting important records in their CRM systems at least once a month.

Fortunately, this is where Inogic’s Undo2Restore app comes to the rescue, transforming your moment of dread into a sigh of relief with just a single click.

An App to Restore CRM Data!

Undo2Restore is a one-click productivity app for Dynamics 365 CRM and Dataverse that allows users to easily revert changes and restore records to their previous state with a single click.

With the latest updates to Undo2Restore, users can experience greater efficiency and reliability.

Record Restoration Enhancements:

Let’s delve into new key enhancements that make restoring deleted records simpler and more comprehensive than ever before.

1. Restoring Lookup Records

When you delete a record containing lookup fields, associated lookup records are typically lost too. With this update, when you restore a main record, all related lookup records are automatically restored as well.

Example: If an Account record is deleted and it has a Primary Contact associated with it, restoring the Account will also restore the Primary Contact seamlessly. No extra steps are needed!

2. Restore Related Activity Records

Activities linked to deleted records are often lost in the process, but not anymore. The Undo2Restore solution ensures that all activities associated with a deleted record are also restored, allowing for a complete recovery of your data.

Example: If you delete an Opportunity record along with its Appointment activity, restoring the Opportunity will also bring back the associated Appointment without any hassle, keeping your timelines intact.

3. Restore Records in Original Status

One of the most significant enhancements is the ability to restore records to their original status at the time of deletion.

Example: Consider an Opportunity that was marked as ‘Won’ when deleted. By restoring it, the Opportunity will return to its original ‘Won’ status, complete with all relevant details. This feature is especially useful for maintaining accurate records and ensuring continuity in your workflows.

4. Restore Header Line Records

When you restore header entities—like Opportunities, Quotes, Orders, and Invoices—the associated header line records will also be restored. This ensures that your data remains comprehensive and coherent.

Example: If you delete an Opportunity along with its Opportunity Product, restoring the Opportunity will also restore the associated Opportunity Product, allowing for a seamless transition back to the original state.

A Practical Scenario:

Let’s illustrate this with a scenario involving an Opportunity named ‘Interested in Smart TV.’ This Opportunity has an associated Opportunity Line for ‘Samsung TV’ and an Appointment activity logged in its timeline. If this Opportunity is mistakenly deleted, the process of restoration is straightforward:

1. Ensure that auditing is enabled for the necessary entities.
2. Click the ‘Restore Deleted’ button.
3. Select the deleted Opportunity and click ‘Restore.’

Upon restoration, the Opportunity returns to its original ‘Won’ status, complete with the Opportunity Line for ‘Samsung TV’ and the Appointment activity, allowing for immediate resumption of business activities.

Wrapping up

The latest updates to the Undo2Restore app empower CRM users to restore deleted records with unprecedented ease and accuracy.

Embrace the peace of mind that comes with knowing that your records can be restored with just a click, and say goodbye to the anxiety of accidental deletions.

Explore the power of Undo2Restore today and safeguard your CRM data like never before!

Try it out by downloading a 15-day free trial from our website or Microsoft Appsource.

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Visit Booth #1017 to: 

• Experience our cutting-edge Dynamics 365 solutions in action.
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Let’s meet up to explore how we can empower your business with Dynamics 365, Power Platform, Copilot, or Azure OpenAI solutions and help you achieve more!

The post New Enhancements in your Microsoft Dynamics 365 Undo and Restore Process! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.