Struggling with Managing Data Changes in Your CRM?
Ever found yourself frustrated by accidental edits, unintentional deletions, or struggling to recover old changes in your Dynamics 365 CRM across multiple entities? If these scenarios sound familiar, you’re not alone.
Handling data changes in a Dynamics 365 CRM can feel overwhelming, making users look for an easy and dependable solution to restore Dynamics 365 CRM deleted records or undo CRM record changes effortlessly from multiple entities (OOB and Custom).
This is where Undo2Restore by Inogic comes in.
This data restoration app for Dynamics 365 CRM is your go-to solution for effortlessly managing and restoring CRM data from multiple entities.
Whether you need to undo a recent mistake, retrieve an older version of a record, or recover a deleted entry, Undo2Restore lets you seamlessly restore Dynamics CRM data without stress or wasted time with just a single click.
No more stress, no more wasted time—just seamless and efficient data restoration, exactly when you need it.
A Time-Saving Favourite: Support Data Restore Across All Entities
One standout feature of Undo2Restore is its ability to store specific versions of documents across all entities.
Unlike Microsoft’s inbuilt functionality, which limits restoration to select entities, Undo2Restore extends its capabilities across all CRM entities (OOB or Custom).
This ensures you never face limitations when restoring data.
By keeping track of specific document versions, you save significant time and effort, especially during audits, data recovery, or record comparison. This functionality ensures that your Dynamics 365 CRM system remains a reliable source of truth without the typical restrictions of standard tools.
Setting Up Undo2Restore for Multiple Entities to Achieve Maximum Efficiency:
To unlock the full potential of Undo2Restore, entities must first be enabled for the solution. Here’s how to get your system set up in 4 simple steps:
- Navigate to the Enable Entities Section:
Go to Undo2Restore App > License Registration > Enable Entities.
- Select Entities for Activation:
Choose the desired entities from the Available Entities list and move them to the Selected Entities list.
- Save Changes:
Click “Save” to enable Undo2Restore functionalities for the selected entities. - Disable Entities if Needed:
To disable any entity, move it back to the Available Entities list and click “Save.”
By enabling all entities, Undo2Restore maximizes your ability to undo Dynamics CRM changes and restore data without limitations.
Why Choose Undo2Restore?
For CRM users looking to enhance productivity, Undo2Restore offers unparalleled convenience and flexibility. With features like entity-wide document versioning, quick restoration of changes, and user-friendly setup, this app ensures you spend less time managing errors and more time focusing on your core tasks.
Additionally, with Undo2Restore you can:
- Undo Changes: Quickly undo the last changes made to Dynamics 365 CRM records.
- Undo and Restore Changes in Bulk: Easily reverse accidental modifications to multiple records at once.
- Restore History Changes: Restore past changes from the history grid for enabled entities.
- Restore Deleted Records: Recover mistakenly deleted records by enabling entities for Undo2Restore.
Benefits of Undo2Restore for Your Business
- Ensure CRM data accuracy by easily undoing changes or recovering deleted records, while allowing bulk restoration to quickly fix large-scale errors and prevent inaccuracies.
- With quick data restoration, businesses save time and enable teams to focus on core tasks, improving overall productivity.
- Restore CRM data from any point in time to minimize downtime and simplify audits by tracking and restoring specific document versions across all entities.
- Enable restoration for all entities according to your CRM setup, with a simple interface that allows non-technical users to easily restore data without IT support.
- Reduce the cost of data recovery and errors with a reliable, efficient tool that enhances productivity.
Take control of your CRM data restoration process today with Undo2Restore!
Start your 15-day free trial today!
Download the app from Inogic website or Microsoft AppSource.
Have questions or want to schedule a demo? Contact us at crm@inogic.com.