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Dynamics CRM Snapshot

CRM Recycling Bin, Record Copy and Backup Solution

Available for Dynamics CRM 2011, 2013, 2015, 2016 and Dynamics 365

CRM Snapshot is a free, MS Dynamics CRM solution from Cobalt that allows you to create regular onsite backups of your data, recover deleted records and create copies of existing records with the click of a button. The idea is simple, whether you want to manually create a point in time backup of your records or create a workflow to automatically generate backups anytime a record is created, updated or deleted, CRM Snapshot can oblige. In addition to backing up and recycling sensitive data, CRM Snapshot also allows you to copy existing records in CRM, reducing the time it takes to enter new records that contain the same information as other records in your system. Below you’ll see what comes “out of the box” when you download Snapshot as well as the abilities you have to customize Snapshot to your specific CRM organization.


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