Restore Deleted Records

This feature to restore deleted records is part of our Dynamics 365 CRM/Dataverse

1-click app Undo2Restore! Download 15 Day free trial.

Sometimes, it happens that you may delete a record by mistake and find that there is no way to restore it. In such situations, this feature allows you to restore that deleted record. For this feature to function it is a must to enable entities for Undo2Restore solution.

Note: 'Restore Deleted' button is visible to users with System Administrator role and Undo2Restore Administrator role.

Here are the steps to restore deleted records.

• Go to the home page of any enabled entity (for e.g. ‘Accounts’ entity home page) --> Click on the ‘Restore Deleted’ button.

• Here, in the Restore grid you will find all the deleted records pertaining to default period which is defined in Undo2Restore Configuration. You can further search and filter these records by date.

• Select record --> Click on the ‘Restore’ button and the record will be restored.

Note: Similarly, you can select multiple records and restore all those deleted records at once.

You have the capability of restoring deleted record to its original status in which it was deleted along with related activities in timeline.

Specifically, when it comes to the Opportunity record, you can now restore the main Opportunity record along with its associated Opportunity Lines and any related activities.

To illustrate this feature, consider the following scenario: Imagine an Opportunity named 'Interested in Smart TV,' which includes an Opportunity Line item named 'Samsung TV,' along with an Appointment activity logged in its timeline. Additionally, this Opportunity is in 'Won' status, as shown in the images below.

Now delete the same Opportunity record.

It is necessary to have audit logs generated for the Opportunity, Opportunity Lines, Opportunity Close, and Appointment entities in the Audit Log history in order to restore them to their previous original status.

Note: You need to have auditing enabled for the 'Opportunity Close' entity in order to restore the deleted Opportunity record to its original status, 'Won.'

Click the 'Restore Deleted' button, and the 'Restore Deleted' window will open.

Select the deleted Opportunity record and click the 'Restore' button, as shown in the screenshot below.

The deleted Opportunity record has been restored to the 'Won' status, along with its associated Opportunity Lines and related Appointment activities.

The restored Opportunity record is shown in the image below.

The Appointment activity has been restored as expected.

The Opportunity line has been restored as expected.

Similarly, for entities such as Quote, Order, and Case (Incident), auditing must be enabled for the Quote Close, Order Close, and Case Resolution entities, respectively. Otherwise, restoring records to their Won, Closed, Cancelled, or Resolved statuses will not be possible.

Also, in the case of header entities like Quote, Order, and Invoice, restoring any of these header entity records will also restore their associated header lines, provided that auditing is enabled for the Quote Product, Order Product, Invoice Product, and Opportunity Product entities.

· Quote -> Quote Product

· Order -> Order Product

· Invoice -> Invoice Product

Restoring Lookup Records

When you delete a record containing lookup fields, the associated lookup records are also deleted. In such cases, restoring the main record will seamlessly restore all associated lookup records as well.

Consider a scenario where an Account record has a Primary Contact lookup field with a value. When the Account is deleted, the associated Primary Contact record is also deleted. Upon restoring the deleted Account record, the Primary Contact record is also restored without the need to separately restore the contact and gets set on the Primary Contact lookup field on the Account form as well as it was before deleting the record.

Restore Activity Type of Entity

Similarly, you can also restore deleted records of activity entities like Email entity quite easily. The steps are different but simple to follow.

• Go to Advanced Find --> Look for Email Messages Entity --> Click on the Result button.

• A list of Emails that are available in CRM will be displayed and the 'Restore Deleted' will appear on the ribbon bar.

• Click on the 'Restore Delete' button --> A list of deleted Email entity records will appear -->Click on 'Restore' button to retrieve the deleted Email activity record.

For further queries, reach out to us at [e-mail]