Undo Changes and Restore Deleted Dynamics 365 CRM Data in 1-Click!

By | March 24, 2022

 

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To err is human, which is why one of the top causes of inaccuracy in Dynamics 365 CRM data is human error – from typos and spelling mistakes to entering data into the wrong fields, importing wrong data and, so on.

Surprised?

So, here are some interesting figures that you ought to know. In recent surveys, it was found that –

  • 60 records are updated per day in CRM; 300 per week
  • Around 25% of data entered contain critical errors
  • 100$ is the cost borne by the company for each inaccurate CRM record

After looking at these figures, a single question arises – How to minimize the impact of human error?

Since it is not feasible to entirely cut off human involvement, the only solution is to implement checks and measures in the form of automation apps that help to undo human errors as quickly as possible. This will reduce the impact of errors, save time and minimize the cost borne by the company.

And this is what Undo2Restore does for you!

Undo2Restore is geared to ensure a smooth sailing path for every Dynamics 365 CRM user by dealing with human errors, data inaccuracy, and restoring lost data.

With Undo2Restore, Dynamics 365 CRM users can –

Undo recent changes in Dynamics 365 Data:

Making mistakes is human. There are times when you are in a hurry or multitasking when mistakes tend to happen. You may update the wrong data in the fields or delete the existing data. But undoing them takes a lot of time and energy. Same is the case with our Dynamics 365 CRM users, for whom it takes eons to rectify one simple mistake in CRM.

Undo recent changes in Dynamics 365 Data

But with Undo2Restore, this has become quite easy. In such situations, just one click on the ‘Click2Undo’ button will undo the changes that users have mistakenly made and restore the data to its previous state, just like clicking ‘Ctrl+Z’.

Undo Multiple Changes:

Rectifying one or two errors in a record is not that time-consuming, but if there are errors in multiple records, then it would be both tedious and time-consuming to rectify each and every record. This may happen while importing data in bulk and multiple records get overwritten.

Undo Multiple Changes in dynamics 365

With Undo2Restore, such situations can be easily handled. The user will have to select multiple records and click on the ‘Click2Undo’ button, and just like that, the records will be restored to their previous known state.

Restore History Data in CRM:

‘Ctrl+Z’ is used to undo recent changes. But what about the changes that have been made in the past week or past month? Is it possible to undo those changes and restore the record to its previous state?

Restore History Data in dynamics CRM

Yes! With Undo2Restore, the user has to just click on the ‘History’ button on the record, and a list of all changes made to the record for the past month is displayed on the screen. From this list, the user can select the change made a couple of weeks ago and click on the ‘Undo’ button to restore it.

Retrieve Lost Data in Dynamics 365 CRM:

Accidents happen. But recovering from the after-effects of accidents is time-consuming. In a similar way, there are cases where users have accidentally deleted record(s) in Dynamics 365 CRM but have to invest a considerable amount of time and effort to retrieve those records.

Retrieve Lost Data in Dynamics 365 CRM

However, with Undo2Restore, this is just a cakewalk! The user just has to go to the ribbon bar and click on the ‘Restore Deleted’ button, which will display a list of all deleted records on the screen. From this list, the user has to select the record that has been deleted accidentally and click on the ‘Restore’ button. Within seconds, the deleted record is restored to its previous state in the system.

  • Restore Lookup Records

Undo2Restore allows you to restore a main record along with all its associated lookup records, ensuring that no related data is lost. For instance, if an Account with a Primary Contact is deleted, restoring the Account will automatically recover the Primary Contact as well.

  • Restore Related Activity Records

When a deleted record is restored, all associated activity records are also recovered, ensuring your data remains complete. For instance, if an Opportunity and its related Appointment are deleted, restoring the Opportunity will automatically restore the Appointment as well.

  • Restore Header Line Records

Restoring header entities such as Opportunities, Quotes, Orders, and Invoices will also restore their corresponding line records. For example, if an Opportunity and its associated Opportunity Product are deleted, restoring the Opportunity will automatically bring back the Opportunity Product.

Undo and Restore Dynamics 365 Data in Bulk:

The Undo2Restore Windows tool simplifies CRM data recovery by enabling you to restore deleted records and undo unwanted changes in bulk with just a few clicks. It functions independently of your CRM environment, offering an easy, hassle-free installation and setup. This powerful tool enhances data recovery, saving both time and effort while ensuring seamless data management.

Undo and Restore Dynamics 365 Data in Bulk

Isn’t this a remarkable app to have in your CRM system?

So, what are you waiting for?

Just go to our website or Microsoft AppSource and, with one click, download the 15-day free trial of this amazing solution. Also, check out this video for more details on Undo2Restore.

When You Need More Than Undo: Full Dynamics 365 Backup

Undo2Restore is built for everyday mistakes: reversing recent edits and bringing back accidentally deleted records in a click. For protection beyond that, such as scheduled backups, point-in-time recovery and keeping data long-term in your own Azure storage, use Dynamics 365 backup and restore with Backup4Dynamics.

For more information or a personal demo, feel free to email us at crm@inogic.com.

Undo, Restore or Retrieve – It just takes 1 click!

Ciao!

 

Last updated 10th October 2026

Category: Click2Undo Marketing

About Sam Kumar

Sam Kumar is the Vice President of Marketing at Inogic, a Microsoft Gold ISV Partner renowned for its innovative apps for Dynamics 365 CRM and Power Apps. With a rich history in Dynamics 365 and Power Platform development, Sam leads a team of certified CRM developers dedicated to pioneering cutting-edge technologies with Copilot and Azure AI the latest additions. Passionate about transforming the CRM industry, Sam’s insights and leadership drive Inogic’s mission to change the “Dynamics” of CRM.