Skip to main content

Notifications

Announcements

Join us in the Community for an AMA: December 12th Register Today
News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Best Practices for Tra...
Customer experience | Sales, Customer Insights,...
Answered

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

(2) ShareShare
ReportReport
Posted on by SR-02080227-0 96

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!

  • SR-02080227-0 Profile Picture
    SR-02080227-0 96 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 8,506 Super User 2024 Season 1 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 131 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. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join us in the Community for an AMA: December 12th Register Today

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans