{"id":31176,"date":"2022-03-24T22:11:34","date_gmt":"2022-03-24T16:41:34","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=31176"},"modified":"2026-10-07T15:46:53","modified_gmt":"2026-10-07T10:16:53","slug":"1-click-is-all-you-need-to-undo-restore-retrieve-deleted-data-within-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2022\/03\/1-click-is-all-you-need-to-undo-restore-retrieve-deleted-data-within-dynamics-365-crm\/","title":{"rendered":"Undo Changes and Restore Deleted Dynamics 365 CRM Data in 1-Click!"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"wp-image-46442 size-full aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/undo2restore-dynamics-365-banner.png\" alt=\"undo2restore-dynamics-365-banner\" width=\"700\" height=\"400\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/undo2restore-dynamics-365-banner.png 700w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/undo2restore-dynamics-365-banner-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/undo2restore-dynamics-365-banner-660x377.png 660w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<p>To err is human, which is why one of the top causes of inaccuracy in Dynamics 365 CRM data is human error &#8211; from typos and spelling mistakes to entering data into the wrong fields, importing wrong data and, so on.<\/p>\n<p>Surprised?<\/p>\n<p>So, here are some interesting figures that you ought to know. In recent surveys, it was found that \u2013<\/p>\n<ul>\n<li><strong>60 records are updated per day in CRM; 300 per week<\/strong><\/li>\n<li><strong>Around 25% of data entered contain critical errors<\/strong><\/li>\n<li><strong>100$ is the cost borne by the company for each inaccurate CRM record<\/strong><\/li>\n<\/ul>\n<p>After looking at these figures, a single question arises \u2013 How to minimize the impact of human error?<\/p>\n<p>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.<\/p>\n<p>And this is what\u00a0<a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/undo-restore-recover-deleted-dynamics-365-crm-records\/?utm_source=inogic-blog&amp;utm_medium=u2r&amp;utm_campaign=Iblog\">Undo2Restore\u00a0<\/a>does for you!<\/p>\n<p>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.<\/p>\n<p>With Undo2Restore, Dynamics 365 CRM users can \u2013<\/p>\n<h3>Undo recent changes in Dynamics 365 Data:<\/h3>\n<p>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.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-40805 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/1Undo-and-Restore-Dynamics-365-Data-Instantly.png\" alt=\"Undo recent changes in Dynamics 365 Data\" width=\"1471\" height=\"756\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/1Undo-and-Restore-Dynamics-365-Data-Instantly.png 1471w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/1Undo-and-Restore-Dynamics-365-Data-Instantly-300x154.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/1Undo-and-Restore-Dynamics-365-Data-Instantly-1024x526.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/1Undo-and-Restore-Dynamics-365-Data-Instantly-768x395.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/1Undo-and-Restore-Dynamics-365-Data-Instantly-660x339.png 660w\" sizes=\"(max-width: 1471px) 100vw, 1471px\" \/><\/p>\n<p>But with Undo2Restore, this has become quite easy. In such situations, just one click on the \u2018Click2Undo\u2019 button will undo the changes that users have mistakenly made and restore the data to its previous state, just like clicking \u2018Ctrl+Z\u2019.<\/p>\n<h3>Undo Multiple Changes:<\/h3>\n<p>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.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-40804 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Undo-and-Restore-Dynamics-365-Data-Instantly.png\" alt=\"Undo Multiple Changes in dynamics 365\" width=\"1579\" height=\"714\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Undo-and-Restore-Dynamics-365-Data-Instantly.png 1579w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Undo-and-Restore-Dynamics-365-Data-Instantly-300x136.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Undo-and-Restore-Dynamics-365-Data-Instantly-1024x463.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Undo-and-Restore-Dynamics-365-Data-Instantly-768x347.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Undo-and-Restore-Dynamics-365-Data-Instantly-1536x695.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Undo-and-Restore-Dynamics-365-Data-Instantly-660x298.png 660w\" sizes=\"(max-width: 1579px) 100vw, 1579px\" \/><\/p>\n<p>With Undo2Restore, such situations can be easily handled. The user will have to select multiple records and click on the \u2018Click2Undo\u2019 button, and just like that, the records will be restored to their previous known state.<\/p>\n<h3>Restore History Data in CRM:<\/h3>\n<p>\u2018Ctrl+Z\u2019 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?<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-40803 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/3Undo-and-Restore-Dynamics-365-Data-Instantly.png\" alt=\"Restore History Data in dynamics CRM\" width=\"1435\" height=\"565\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/3Undo-and-Restore-Dynamics-365-Data-Instantly.png 1435w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/3Undo-and-Restore-Dynamics-365-Data-Instantly-300x118.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/3Undo-and-Restore-Dynamics-365-Data-Instantly-1024x403.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/3Undo-and-Restore-Dynamics-365-Data-Instantly-768x302.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/3Undo-and-Restore-Dynamics-365-Data-Instantly-660x260.png 660w\" sizes=\"(max-width: 1435px) 100vw, 1435px\" \/><\/p>\n<p>Yes! With Undo2Restore, the user has to just click on the \u2018History\u2019 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 \u2018Undo\u2019 button to restore it.<\/p>\n<h3>Retrieve Lost Data in Dynamics 365 CRM:<\/h3>\n<p>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.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-40802 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/4Undo-and-Restore-Dynamics-365-Data-Instantly.png\" alt=\"Retrieve Lost Data in Dynamics 365 CRM\" width=\"1464\" height=\"662\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/4Undo-and-Restore-Dynamics-365-Data-Instantly.png 1464w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/4Undo-and-Restore-Dynamics-365-Data-Instantly-300x136.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/4Undo-and-Restore-Dynamics-365-Data-Instantly-1024x463.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/4Undo-and-Restore-Dynamics-365-Data-Instantly-768x347.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/4Undo-and-Restore-Dynamics-365-Data-Instantly-660x298.png 660w\" sizes=\"(max-width: 1464px) 100vw, 1464px\" \/><\/p>\n<p>However, with Undo2Restore, this is just a cakewalk! The user just has to go to the ribbon bar and click on the \u2018Restore Deleted\u2019 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 \u2018Restore\u2019 button. Within seconds, the deleted record is restored to its previous state in the system.<\/p>\n<ul>\n<li><strong>Restore Lookup Records<\/strong><\/li>\n<\/ul>\n<p>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.<\/p>\n<ul>\n<li><strong>Restore Related Activity Records<\/strong><\/li>\n<\/ul>\n<p>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.<\/p>\n<ul>\n<li><strong>Restore Header Line Records<\/strong><\/li>\n<\/ul>\n<p>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.<\/p>\n<h2>Undo and Restore Dynamics 365 Data in Bulk<strong>:<\/strong><\/h2>\n<p>The <strong>Undo2Restore Windows tool<\/strong> 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.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-40801 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/5Undo-and-Restore-Dynamics-365-Data-Instantly.png\" alt=\"Undo and Restore Dynamics 365 Data in Bulk\" width=\"737\" height=\"553\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/5Undo-and-Restore-Dynamics-365-Data-Instantly.png 737w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/5Undo-and-Restore-Dynamics-365-Data-Instantly-300x225.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/5Undo-and-Restore-Dynamics-365-Data-Instantly-660x495.png 660w\" sizes=\"(max-width: 737px) 100vw, 737px\" \/><\/p>\n<p>Isn\u2019t this a remarkable app to have in your CRM system?<\/p>\n<p>So, what are you waiting for?<\/p>\n<p>Just go to our\u00a0<a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/undo-restore-recover-deleted-dynamics-365-crm-records\/?utm_source=inogic-blog&amp;utm_medium=u2r&amp;utm_campaign=Iblog\">website<\/a>\u00a0or\u00a0<a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.whatsapp-messaging-dynamics-365-crm-integration?ocid=inogicwebsite_inogic_w4d\">Microsoft AppSource<\/a> and, with one click, download the 15-day free trial of this amazing solution. Also, check out this <a href=\"https:\/\/www.youtube.com\/watch?v=8WWwnxrwpxc\">video<\/a> for more details on Undo2Restore.<\/p>\n<h3><strong>When You Need More Than Undo: Full Dynamics 365 Backup<\/strong><\/h3>\n<p>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 <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-backup-restore-archive\/?utm_source=inogic-blog&amp;utm_medium=u2r&amp;utm_campaign=B4D\">Dynamics 365 backup and restore<\/a> with <strong>Backup4Dynamics<\/strong>.<\/p>\n<p>For more information or a personal demo, feel free to email us at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>.<\/p>\n<p>Undo, Restore or Retrieve \u2013 It just takes 1 click!<\/p>\n<p>Ciao!<\/p>\n<p>&nbsp;<\/p>\n<p>Last updated 10th October 2026<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; To err is human, which is why one of the top causes of inaccuracy in Dynamics 365 CRM data is human error &#8211; 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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2022\/03\/1-click-is-all-you-need-to-undo-restore-retrieve-deleted-data-within-dynamics-365-crm\/\">Read More: Undo Changes and Restore Deleted Dynamics 365 CRM Data in\u2026 &raquo;<\/a><\/span><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2021,2362],"tags":[],"class_list":["post-31176","post","type-post","status-publish","format-standard","hentry","category-click2undo","category-marketing"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.2 - aioseo.com -->\n\t<meta name=\"description\" content=\"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? 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In\" \/>\n\t<meta name=\"robots\" content=\"max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n\t<meta name=\"author\" content=\"Sam Kumar\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.inogic.com\/blog\/2022\/03\/1-click-is-all-you-need-to-undo-restore-retrieve-deleted-data-within-dynamics-365-crm\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 5.0.2\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Restore Deleted Data in Dynamics 365 CRM in 1-click\" \/>\n\t\t<meta property=\"og:description\" content=\"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. 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