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Best Practices for Tracking Changes and Recovering Deleted Opportunities in Dynamics 365 Sales

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Posted on by SR-02080227-0 74

Hello Dynamics 365 Community,

I am seeking advice on the best practices for tracking changes or renaming opportunities in Dynamics 365 Sales. We only know the old name of the opportunity.

 

Additionally, if an opportunity was deleted and we did not have the Recycle Bin (Preview) feature enabled, what are the recommended steps for recovery?

 

Thank you for your assistance!

Categories:
Leads or Opportunities
  • SR-02080227-0 Profile Picture
    SR-02080227-0 74 on at
    Best Practices for Tracking Changes and Recovering Deleted Opportunities in Dynamics 365 Sales
    I tried to use the XRM tool to recover a deleted record, but I only got some of the fields. Is it possible to recover all the data in the record without enabling auditing for all fields?
  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 6,335 Moderator on at
    Best Practices for Tracking Changes and Recovering Deleted Opportunities in Dynamics 365 Sales
    Hello User,
     
    You can enable the Auditing to track the history of records.
     
    For the first requirement if you want to track and maintain Some of the opportunity data Like opportunity name then you can create an entity. Just need a logic when your required field will update then make sure you create a record of related entity and then you will able to track it.
     
    For the second requirement you can use XRMTool called as RecycleBin, but for this your system should have audit enabled. You can still give it a chance.
     
    Thank you,
    Amit Katariya
     
     
  • Suggested answer
    Sachin Jadhav Profile Picture
    Sachin Jadhav 129 on at
    Best Practices for Tracking Changes and Recovering Deleted Opportunities in Dynamics 365 Sales
    For first requirement, out of the box auditing enabled on the field should be able to track the change and capture old value as well as new value of the name. However you cannot search opportunity using old name in this case as changes are in audit table.
    If you want to be able to search an opportunity using old name, you can create a field named "Original Name" in Opportunity entity. Then write server side logic to copy the value of opportunity name to "Original Name" field on creation of an opportunity. This way first value of name will be preserved in "Original Name" field. This will enable you to search the opportunity using old name.
     
    For second requirement, i think deleted data cant be recovered in the way you need. You can think of archiving the opportunity data to external system like Azure SQL on regular basis using Change tracking mechanism. So in case you want to refer back your deleted data, you atleast have it somewhere. 

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