Accidentally deleted a record in Dynamics 365 CRM?
Made bulk changes and want to roll them back?
You’re not alone.
In everyday imports and exports, CRM data is constantly changing.
But mistakes happen when users delete records, import wrong data, or make unintended updates. Dynamics 365 CRM doesn’t offer native options for recovering deleted records or undoing changes.
Therefore, Dynamics 365 users often ask how to recover deleted records, restore related activities, lookup fields, or records in their original state.
That’s where Undo2Restore by Inogic steps in—a powerful, user-friendly app designed to undo recent changes, restore deleted CRM records, and roll back bulk updates in just one click.
Below are the most frequently asked questions by Dynamics 365 users, and how Undo2Restore solves them.
Let’s start one by one.
Recover Deleted Records in Dynamics 365 CRM:
Can I recover a record deleted by mistake in Dynamics 365 CRM?
Out of the box, Dynamics 365 CRM does not offer a recycle bin or native functionality to restore deleted records. Once a record is deleted, it is permanently removed from the system, making recovery impossible without external tools or backup systems.
Undo2Restore helps mitigate this risk by providing a built-in safety net. It allows you to instantly revert the most recent change or recover deleted records without writing code or navigating complex configurations. Whether it’s a typo, an unintended update, or a permanent deletion of leads, contacts, or custom entities, Undo2Restore captures the last saved version and restores it effortlessly with a single click—ensuring your valuable data is never truly lost.
How can I reverse bulk changes done by mistake in Dynamics 365 CRM?
Accidental bulk updates are a common challenge in Dynamics 365 CRM, especially during data imports, mass edits, or workflow triggers. Once those changes are applied across multiple records, there’s no out-of-the-box option in Dynamics 365 CRM to roll them back in bulk.
With Undo2Restore’s Bulk Undo feature, you can instantly reverse bulk changes applied to CRM records in one go, without writing long tech scripts or restoring from backups. Whether it’s a wrong data import, unintended field updates, or mass changes made by mistake, Undo2Restore lets you select the modified records and revert them back to their previous state with just a click.
Restore Linked Activity Data in Dynamics 365 CRM
What happens to line items when I restore header records like Opportunities or Quotes?
When you restore header-level records (e.g., Opportunities, Quotes, Orders), Undo2Restore also restores the associated line items, ensuring data continuity.
For example, if you restore an Opportunity, the related Opportunity Products will be restored too, maintaining the complete structure of your record.
Undoing Lost Lookups in Dynamics 365 CRM
Can I restore a deleted record along with its related lookup fields in Dynamics 365 CRM?
Yes! In many cases, when a record with lookup fields is deleted, the related lookup records are lost as well. With Undo2Restore, when you restore a main record, its associated lookup records are automatically restored too.
For example, if you delete an Account that had a Primary Contact linked, restoring the Account will also bring back the Primary Contact—no extra steps required.
Revert Dynamics 365 Records to Original State
Are activities linked to a deleted record recoverable?
Absolutely. Undo2Restore ensures complete data recovery, including activities tied to deleted records.
For example, if you delete an Opportunity along with an Appointment activity logged on its timeline, restoring the Opportunity will also restore the Appointment, keeping your activity history intact.
Will a restored record return to its original status, such as ‘Won’ or ‘Closed’?
Yes. One of the latest enhancements in Undo2Restore enables records to be restored with their original status at the time of deletion.
For instance, if an Opportunity was marked as ‘Won’ before being deleted, Undo2Restore will bring it back exactly in that status, along with all its original values and details.
How far back can I go to restore previous versions of a record?
With Undo2Restore you can restore previous versions of CRM records based on a configurable history period. It maintains a detailed change log for enabled entities, giving you full control over how far back data can be recovered, ensuring critical information is always accessible.
Is there a way to fully restore a record with all its dependencies?
Yes. With Undo2Restore, you can restore the deleted record along with all its associated lookup fields, activities, status, and line items
Whether it’s a complex Opportunity record with multiple dependencies or a simple Contact, restoration is complete, accurate, and effortless.
Auto-Restore Deleted Records in Dynamics 365 CRM
Is there a way to automate record restoration in Dynamics 365 CRM?
While Dynamics 365 CRM ensures structured data management, handling accidental data updates or deletions often requires manual intervention
Undo2Restore simplifies this process by offering an automated restoration workflow. Though the action is user-initiated, it eliminates the need for complex workflows or scripts, making the recovery process as quick and effortless as possible.
Does Undo2Restore support custom entities in Dynamics 365 CRM?
Absolutely. You can enable Undo2Restore for both out-of-the-box and custom entities within Dynamics 365 CRM/Power Apps, ensuring full control over your CRM data recovery.
Ready to take charge of your mistakes and rectify them?
Get a 15-day free trial directly from the Inogic website or Microsoft Appsource.
Prefer a guided walkthrough? Book a personalized demo and watch the difference unfold in real time.
Explore our Knowledge Docs or watch this quick demo video to see it in action.
Have questions or ready to dive in? Reach out to us at [email protected] — Let’s connect to communicate!
The post Complete Guide to Restoring Deleted Records in Dynamics 365 CRM and Power Apps! appeared first on CRM Software Blog | Dynamics 365.