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Microsoft Dynamics CRM (Archived)

Dynamics 365 How to achieve functionality.

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Posted on by 2

Hello All Experts,

I have a scenario where in i want to take backup of the data when someone delete the record from crm.

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  • RE: Dynamics 365 How to achieve functionality.

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  • StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: Dynamics 365 How to achieve functionality.

    I think the Cobalt solutions that Shahbaaz suggested is the less code approach you are looking for. It's fully integrated in CRM and based on audit history to recover the data.

  • StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: Dynamics 365 How to achieve functionality.

    In reply to Tim Dutcher: The Data Export Service is an OOB solution for this, from Appsource

    Reference: blogs.msdn.microsoft.com/.../introduction-to-dynamics-365-data-export-service

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Dynamics 365 How to achieve functionality.

    The problem with the flow is that we don't have to trigger something before delete, there is action available on delete but by the time flow will try to fetch data it will be deleted from CRM, so you need to look for plugin or you can try to use syn workflow which can run before delete operation and try to see if that is helpful for you.

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Dynamics 365 How to achieve functionality.

    If you only need the fields of the current record, and not the child records, you can do a Delete Workflow that will get the data before the record is deleted.

    If not, you will need either custom code (Plugin/Custom Workflow), or possibly you will be able to get that functionality from some of the MVP utilities (Workflow Tools or Workflow Utilities) out there:

  • Tim Dutcher Profile Picture
    Tim Dutcher 2,100 on at
    RE: Dynamics 365 How to achieve functionality.

    One approach is to create a Service Endpoint that will send the record's data to an Azure queue. Use Flow or an Azure Logic App to archive the data to Azure Blob Storage or parse the JSON into a database if needed.

    Alternatively, replicate the data periodically to Azure SQL so that you have an external copy. docs.microsoft.com/.../replicate-data-microsoft-azure-sql-database

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,205 on at
    RE: Dynamics 365 How to achieve functionality.

    Did you find any solution for this?

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,205 on at
    RE: Dynamics 365 How to achieve functionality.

    I have check MS flow, there is only one template which is available for copying account to sql server.

    Please check below link,

    flow.microsoft.com/.../copy-new-dynamics-account-to-sql-db-with-cleansed-address

    Thanks,

    Shahbaaz

  • EmployeeOcta Profile Picture
    EmployeeOcta 2 on at
    RE: Dynamics 365 How to achieve functionality.

    Hello Shahbaaz,

    we actually want  a codeless approach.

    what if there is possibility of using Microsoft Flow integrated with Online CRM and sql server on local machine.

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,205 on at
    RE: Dynamics 365 How to achieve functionality.

    Hi EmployessOcta,

    For this you need to create a plugin, when ever user delete any record it should automatically create a same record with some status deleted in same entity or any custom entity.

    or

    You can use 3rd party tool like Cobalt, please check below link for more detail,

    www.cobalt.net/.../dynamics-crm-snapshot-how-to-recover-deleted-records

    Best Regards,

    Shahbaaz

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