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Recovering lost data in Microsoft Dynamics CRM
Sometimes it happens to all of us that we unknowingly delete some important data. And if you do so in you Hosted CRM tool then not to worry! In this customer service software, you can recover the information and restore it without putting in too much of manual efforts.
Earlier the tool had a soft-delete technique, where if someone deletes some data, it will still remain in the database for sometime. You can use workarounds to pull through the newly deleted information if it is no yet deleted by the Deletion Service.
In Online CRM 2011, there are no soft delete features and the data is immediately deleted from the database. However, each CRM has the very sturdy “Auditing” capacity which if turned on allows you to check the logs and help to identify the changes that has taken place in your record.
How to access the Audit record that you need to recover?
In the application, you can go to Settings and then go to auditing and finally go to audit summary view.You can use the different variety of filters and find atleast one audit record for the unit you want to recover. You have to right click the audit record, and press copy a link button. This command copies the link to Audit Record also including the Id. You should paste the information into clipboard, and get the Id of Audit record.
All said and done, just keep in your knowledge that to handle your customer details swiftly and efficiently, customer relationship management or customer service software module of CRM is the best. Likewise, sales force automation and marketing automation software module is a great help for any organizations to turn every touch point into a business.