{"id":33703,"date":"2023-01-14T12:28:07","date_gmt":"2023-01-14T06:58:07","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=33703"},"modified":"2025-05-05T14:59:28","modified_gmt":"2025-05-05T09:29:28","slug":"undo-and-retrieve-deleted-history-records-in-microsoft-dynamics-365-crm-1-click-is-all-you-need","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2023\/01\/undo-and-retrieve-deleted-history-records-in-microsoft-dynamics-365-crm-1-click-is-all-you-need\/","title":{"rendered":"Undo and retrieve deleted history records in Microsoft Dynamics 365 CRM \u2013 1 click is all you need!"},"content":{"rendered":"<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/undo-restore-recover-deleted-dynamics-365-crm-records\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone size-full wp-image-33708\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo-and-retrieve-deleted-history-records.png\" alt=\"Undo and retrieve deleted history records\" width=\"700\" height=\"400\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo-and-retrieve-deleted-history-records.png 700w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo-and-retrieve-deleted-history-records-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo-and-retrieve-deleted-history-records-660x377.png 660w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p>Imagine the first day of 2023, and Brad just realized, \u201coh my god, just before we closed for holiday\u2019s someone has accidentally deleted some records from Dynamics 365 CRM.\u201d unfortunately, once records are deleted in Dynamics 365, they cannot be recovered, as there is no &#8220;Trash&#8221; or &#8220;Recycle Bin&#8221; that you can use to undo or restore deleted records.<\/p>\n<p>However, if you have a recent backup of your Dynamics 365 database, you may be able to restore the deleted records from the backup. Otherwise, there is no out-of-the-box functionality to retrieve deleted history records in Dynamics 365 CRM.<\/p>\n<p>Brad just remembered before the holidays he had attended Inogic Webinar Series of their Microsoft AppSource Preferred Apps <a href=\"https:\/\/www.inogic.com\/blog\/2022\/12\/recap-of-dynamics-365-crm-apps-webinar-marathon-make-your-return-to-work-experience-more-productive\/\" target=\"_blank\" rel=\"noopener\">to Boost Productivity this Holiday Season<\/a>, and Inogic has an app called <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/undo-restore-recover-deleted-dynamics-365-crm-records\" target=\"_blank\" rel=\"noopener\">Undo2Restore<\/a> to recover deleted CRM records.<\/p>\n<p>But let\u2019s first understand the impact of unintentionally deleting or losing your data on the business.<\/p>\n<p>Accidentally deleting important CRM data can put your business in a messy situation and result in dire consequences.<\/p>\n<p>Here are some statistics that can help you grasp the impact of poor data management on your business:<\/p>\n<ul>\n<li>Results from various studies conclude that, in any company, approximately 30% of all resources are expended on avoidable data-related activities.<\/li>\n<\/ul>\n<ul>\n<li>60 percent of employees could save six or more hours a week if repetitive tasks like manually restoring unintentionally deleted data were to be automated. In fact, <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/click-2-clone-microsoft-dynamics-crm-records\" target=\"_blank\" rel=\"noopener\">cloning CRM data<\/a> and Setting up a proper <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/click-2-export-microsoft-dynamics-crm-reports\" target=\"_blank\" rel=\"noopener\">export routine within CRM<\/a> also acts as a productivity booster.<\/li>\n<\/ul>\n<p><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/8WWwnxrwpxc\" width=\"700\" height=\"400\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>Undo2Restore is a Microsoft AppSource preferred <a href=\"https:\/\/www.inogic.com\/blog\/2021\/06\/1-click-productivity-apps-now-clone-export-undo-restore-dynamics-365-crm-data-with-ease\/\" target=\"_blank\" rel=\"noopener\">1 click productivity app<\/a> for Microsoft Dynamics 365 CRM that enables users to undo changes and restore records in the CRM. Undo2Restore can restore changes made to a record recently or changes made a few weeks ago, on single or multiple records. Be it OOB or custom entities, all entities for which auditing has been enabled in CRM can be restored using Undo2Restore.<\/p>\n<p>Sounds useful, isn\u2019t it?<\/p>\n<p><strong>Key features of Undo2Restore:<\/strong><\/p>\n<h3><strong>Undo Changes with a Click<\/strong><\/h3>\n<p>With this feature you can undo Dynamics 365 CRM record changes by simply clicking on the Undo2Restore button, which will restore the records to their previous state.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-33704\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo-Changes.gif\" alt=\"\" width=\"1112\" height=\"758\" \/><\/p>\n<h3><strong>Undo Changes in multiple records at once<\/strong><\/h3>\n<p>Undo2Restore allows users to undo unintentionally made changes to multiple records at the same time. To achieve this, you just have to select multiple records in CRM and click on the Undo2Restore button, and all your selected records will be reinstated to their previous state.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-33706\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/1Undo2Restore.png\" alt=\"Undo2Restore\" width=\"1280\" height=\"720\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/1Undo2Restore.png 1280w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/1Undo2Restore-300x169.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/1Undo2Restore-1024x576.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/1Undo2Restore-768x432.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/1Undo2Restore-660x371.png 660w\" sizes=\"(max-width: 1280px) 100vw, 1280px\" \/><\/p>\n<h3><strong>View and Restore History Changes<\/strong><\/h3>\n<p>Users can view the list of all the past changes done to the record by going to the history grid and restoring the past week\u2019s or past month\u2019s changes by selecting the changes from the list and clicking on the undo button on the history grid. Making it possible to restore past changes made to records.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-33707\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Restore-history-changes.gif\" alt=\"\" width=\"1113\" height=\"739\" \/><\/p>\n<h3><strong>Restore Deleted Records<\/strong><\/h3>\n<p>Losing your CRM data is no fun! And we understand this well, so Undo2Restore gives you the provision to restore\/recover deleted Dynamics 365 CRM records. You can do this by clicking on the \u2018Restore Deleted\u2019 button, which will display a list of all the deleted records from which you can select the desired record and click on the \u2018Restore\u2019 button to retrieve it. Bingo! Your desired record will be restored in no time.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-33705\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/2Undo2Restore.png\" alt=\"Undo2Restore\" width=\"1280\" height=\"720\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/2Undo2Restore.png 1280w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/2Undo2Restore-300x169.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/2Undo2Restore-1024x576.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/2Undo2Restore-768x432.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/2Undo2Restore-660x371.png 660w\" sizes=\"(max-width: 1280px) 100vw, 1280px\" \/><\/p>\n<h3><strong>Undo2Restore Tool<\/strong><\/h3>\n<p>Functioning independently from the CRM environment, it offers an effortless solution for restoring deleted records and reversing unwanted changes in bulk. The Undo2Restore Windows tool is extremely useful for sales professionals utilizing Dynamics 365 CRM. This tool allows sales teams to quickly correct mistakes, saving time and ensuring data accuracy.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-39448\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo2restore.png\" alt=\"Undo2restore\" width=\"2560\" height=\"1440\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo2restore.png 2560w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo2restore-300x169.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo2restore-1024x576.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo2restore-768x432.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo2restore-1536x864.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo2restore-2048x1152.png 2048w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Undo2restore-660x371.png 660w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>With such useful data recovery features of Undo2Restore Dynamics 365, CRM users can focus on their core tasks and save time and energy on issues concerning data loss.<\/p>\n<p>Can\u2019t wait to try the app first-hand!<\/p>\n<p>Download now from Microsoft AppSource or our <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/undo-restore-recover-deleted-dynamics-365-crm-records\/\" target=\"_blank\" rel=\"noopener\">website<\/a> for a 15-day free trial, or feel free to mail us at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a> for a personalized demo.<\/p>\n<p>Want to save time by automating the manual process of exporting CRM records? Now you can do it with our Microsoft AppSource Preferred App <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/click-2-export-microsoft-dynamics-crm-reports\" target=\"_blank\" rel=\"noopener\">Click2Export<\/a>, a 1 click productivity app that can help you export CRM reports in 5 different file formats: Excel, Word, PDF, CSV, or TIFF.<\/p>\n<p>Undo or restore Dynamics 365 CRM data with Undo2Restore!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Imagine the first day of 2023, and Brad just realized, \u201coh my god, just before we closed for holiday\u2019s someone has accidentally deleted some records from Dynamics 365 CRM.\u201d unfortunately, once records are deleted in Dynamics 365, they cannot be recovered, as there is no &#8220;Trash&#8221; or &#8220;Recycle Bin&#8221; that you can use to undo\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2023\/01\/undo-and-retrieve-deleted-history-records-in-microsoft-dynamics-365-crm-1-click-is-all-you-need\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[2659],"tags":[],"class_list":["post-33703","post","type-post","status-publish","format-standard","hentry","category-undo2restore"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/33703","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=33703"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/33703\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=33703"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=33703"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=33703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}