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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Recovery of deleted r...
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Recovery of deleted record in CRM

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Posted on by Community Member Microsoft Employee

Hello,

One of the client delete a record in CRM the question is is there any way or what are the way to restore the deleted record

Thanks,

Bogs

  • Inogic Profile Picture
    Inogic 402 on at
    RE: Recovery of deleted record in CRM
    Hello Bogs,
    If your client has accidentally deleted a record in Dynamics 365 CRM, there’s no need to worry—Undo2Restore can help restore those deleted records with ease.
    Undo2Restore is a 1-click productivity app designed for Dynamics 365 CRM and Dataverse (Power Apps), which allows users to undo changes and restore records to their previous known state with just a single click. The best part is that it also supports restoring deleted records.
    Here's how Undo2Restore can help:
    • Restore Deleted Records: If a record is deleted by mistake, Undo2Restore allows you to restore it, provided that auditing has been enabled for the respective entity.
    • Undo Changes in Bulk: If multiple records were unintentionally modified, you can undo the changes in bulk, saving you a lot of time and effort.
    • Restore Historical Changes: You can also restore past changes to records, whether recent or from a previous period, directly from the history grid.
    With Undo2Restore, restoring deleted records or undoing unwanted changes is as simple as clicking a button, without the hassle of complex procedures.
    You can install the app from Inogic website or Microsoft AppSource  for a 15-day free trial to evaluate its features.
    For more information, please contact at crm@inogic.com.

    Thanks!
    Sam
    Website: www.inogic.com

  • ShannonCRM Profile Picture
    ShannonCRM 500 on at
    RE: Recovery of deleted record in CRM

    Akshay, do you need this tool to be installed before the delete occurs? We have the audit history and guids of the opportunities that were deleted and I'd love to see if there is a solution for this. I don't see any of these features in the system today so I assume it's an add on?  Can you tell me more?

  • Akshay.Jadhav Profile Picture
    Akshay.Jadhav 25 on at
    RE: Recovery of deleted record in CRM

    Re-create deleted records using Audit History

    Many a times we come across situations where we accidentally, delete a particular record and wish to recover that record back in CRM. This is possible only if you have “Auditing” enabled for that respective entity. So from the audit history we can re-create deleted records in CRM.

    Undo Last Changes

    With this feature, you can undo the last changes made to Dynamics 365 CRM record and restore it to its previous known state. There are times when you are in a hurry or multitasking that mistakes tend to happen. You may update wrong data in the fields or delete the existing data. In such situations, just one click on ‘Click2Undo’ button will undo the changes that you have mistakenly made and restore the data to its previous state, just like clicking ‘ctrl+z’.

    Undo Changes in Bulk

    This feature comes to your help when you have to undo changes across multiple records in Dynamics 365 CRM. Often when you import data in bulk, some of the records get overwritten. Now to individually undo the changes in multiple records is tedious and time consuming. In this situation, all you have to do is select the multiple records and click on ‘Click2Undo’ button and just like that the records will be restored to their previous known state.

    Undo History Changes

    With this feature, you can undo the changes done in the past. Sometimes you are required to retrieve or restore the data which was changed couple of weeks ago. In this case, you have to just go to the record and click on ‘History’ button. Here, you will get a list of all the changes made to Dynamics 365 CRM record in the History grid. You have to just select the data that you want to restore, click on the ‘Undo’ button and the data will be restored.

    I hope these methods will be useful to recover deleted records in CRM.

    Akshay.Jadhav

  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,069 Super User 2024 Season 1 on at
    RE: Recovery of deleted record in CRM

    does your client remember when the record has been deleted? if your instance is online you can try to see if there is an automatic backup done at a point before the deletion time

    hope it helps

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