When working with data, it is very crucial to maintain the correctness of the data. The correctness of data leads to reliable and effective decision making that helps in driving sales. Dynamics 365 CRM being a data-driven platform, a user cannot afford to make mistakes. But it is not possible to not make mistakes when handling a large amount of data every day. And, when it comes to your business data — a misplaced data or data loss can bring the entire operation to an abrupt halt.

Suppose you are updating some details of an open opportunity record in your Dynamics 365 CRM. Before you realize it you accidentally updated the amount and the change got saved by CRM. You can’t remember what the actual amount was. And CRM doesn’t allow you to undo the changes made in a CRM record once they are saved. This simple human error could cost a lot to the company. But not if you have Click2Undo installed in your Dynamics 365 CRM, the newest addition to our suite of productivity apps 1 Click Apps.

1 Click App Click2Undo:

Click2Undo is a robust Microsoft Preferred App that enables Undo functionalities in Dynamics 365 CRM and Power Apps. It helps users in restoring records to its last known state with just a single click. Users can undo the last change made to a single record or multiple records in one go. Changes made in the past can also be changed without any hassle. With the help of Click2Undo, users will also be able to restore deleted records in just one click.

Features of Click2Undo:

Undo and restore last made changes in a record – Click2Undo lets users undo the last changes made to a record and restore it to the former state with just a single click on the Click2Undo button. Changes that are auto-saved can be undone by this feature thereby reducing the risk of losing the data.

Undo and restore changes made in the past – Dynamics 365 CRM with the help of audit logs, captures all the updates made to a record. Using a user-friendly interface, Click2Undo allows users to review those updates so that they can select and restore the updates made to the individual field values of the selected record. From recent changes to the changes done in the previous month, a single click on the Undo button and all can be restored.

Undo Changes in multiple records – With the help of this feature, changes made in multiple Dynamics 365 CRM records can be undone in one go. With the help of this bulk restoring feature, users can save time and increase their productivity.

Imagine misplacing important client’s contact information, only to find out later that your delay resulted in losing your client to a competitor. After working so hard, you don’t want a silly mistake to set you back. Hence, Click2Undo is a must have solution for your Dynamics 365 CRM environment.

While Click2Undo makes sure that the unwanted changes are to be undone with just a click, there is one requirement that needs to be fulfilled: it has to be installed in your Dynamics 365 CRM before you have a problem. After all, Click2Undo is all about preparedness and staying ahead of the potential for things to go wrong.

So, what are you waiting for? Click2Undo is a must have productivity app in your Dynamics 365 CRM / PowerApps that can reduce the risks of data loss and data incorrectness thereby indirectly assisting in maintaining customer relationships and making informed decisions. Download the solution for a free trial of 15 days from our website or Microsoft AppSource.

To know more about our other Microsoft Preferred Dynamics 365 CRM / PowerApps solutions, click here.

For more information on Click2Undo, refer our online help manual or drop us a mail at crm@inogic.com and our solution experts will be happy to assist you.

And…there is no undo button in real life, so stay safe!

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365