Snapshot is a great tool to recycle your Dynamics CRM data so it’s easy to restore, but what about records in CRM you’ve already deleted or changed? Great news! Now Snapshot can fix that too. Snapshot has a brand new feature we’re calling Audit Rollback, which lets you restore any record in CRM from an audit entry. The process is fast and easy so let’s get started…
Finding the records to restore
After installing Snapshot, navigate to Settings -> Audit Rollback. This is where you can search for the audit records you want to restore.
There are filters available, so you can limit results to a certain entity, a given operation (create, update or delete), and a date filter for when the change took place. Hit the Find Audit Logs button to get back your results.
Now that you’ve found the records you want you can either restore individual records or do it in bulk.
If you’ve ever been through the headache of switching to a new AMS, you know how difficult the selection process can be!
Our Definitive Guide to Choosing a New AMS/CRM for Your Association has everything you need to make your next move with confidence. Download this free resource today and be ahead of the curve when the time comes.
Restoring a single record
Click the Preview link next to the record you want to restore and you’ll see a preview window which shows all the fields available in the audit, side-by-side with the current information from CRM. In this example, my contact had the Business Phone erased from CRM.
Click the “Merge Now” button and any values from the audit will be merged into the existing record, and the updated record will automatically open for you.
If the audit is for an Update operation you’ll only be able to Merge it into the existing record. We don’t want you to do a Rollback on the audit because the audit only has the changed fields and a rollback will erase any other fields from your record.
In the case of a Deleted Audit record, all data stored in the Audit Record will be recreated in CRM effectively undeleting the record. If multiple records were deleted you’ll need to restore each audit record individually. Additionally, if there are parent / child relationships between the deleted records you’ll need to restore them in order of parent then children. However, never fear, if you do it out of order you can rollback multiple times without worrying about creating duplicate records in CRM.
Restoring many records at once
Audit Rollback gives you an option to migrate records from the audit log and transform them into Snapshot records. By using the Migrate feature with the Merge and Rollback records, you have an extremely powerful bulk-rollback tool at your fingertips.
To Migrate records from the Audit log to Snapshots, simply select the record in the grid, click the Migrate Now button and you can see the progress bar at the bottom of the screen
Snapshot was already a powerful tool for backing up data and cloning records, and with the Audit Rollback it’s a complete solution for managing your data in CRM. The only thing you can’t do automatically is migrate data from your CRM instance to somewhere offsite… yet. If you need help choosing a new AMS or CRM, take a look at our new guide.
Follow us @CRMSnapshot
Like us: facebook.com/crmsnapshot
Email us: email@example.com