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Hi,
On Dynamics CRM (Office 365), I deleted an invoice that I didn't need, but later I realized that I couldn't recuperate it (no notion of recycle bin).
Now I have lost the success of the invoice numbers. Is there a way to retrieve this invoice or create a new invoice with the number of deleted invoice
Any idea to help me?
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Hi Sara,
If your "audit" is running you can recover your deleted record with XrmToolbox's "Recycle Bin" plugin. Please search this plugin inside XrmToolbox plugin store (probably it's not installed by default) or check this https://github.com/deepakkumar1984/XrmToolBoxPlugins
I'm not sure this plugin still active/in-use however I tested it (in April 2017) and it was succeed. It ca recover record with all data and same primary key (GUID)
Hi,
The only way I see, is that you ask Microsoft to to a restore on a sandbox environment before the date you deleted the record and then you can retrieve your data.
In CRM when we delete something is forever deleted. Thus it is better to use the deactivate functionality.
Hi Sora
There is no recycle bin in crm as such , if you have admin access in your crm organisation below 2 methods could be used
1: if your invoice number field is read-only field , go to customisation and untick read only field
2 : create a workflow with the below details
A: avaible only for user level ( only you could see the workflow )
B: make sure untick the triggers ( all )
C: make it on demand
Use update step and and click on properties , enter thr Invoice number which you deleted already ,
3 : go to the inovice entity and create a new invoice ( it would generate the new invoice number )
4: run workflowa and assign the number ,
Vola , it is done
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