How convenient it would be if you can undo changes in Dynamics 365 CRM/Power Apps records with just one click?
Wouldn’t it save a generous amount of time and effort on your end?
Wouldn’t you like to have such a tool in hand?
If yes……then is what you are looking for. , Click2Undo is a productivity app for Dynamics 365 CRM/Power Apps that enables you to undo changes and restore records to its last know state.
So how can you make use of Click2Undo in your day-to-day CRM activities?
For this, let’s take a short journey through the daily activities of Sam, a sales rep at IDEA Inc.
Undo Recent Changes
Sam starts the day by updating information in Dynamics 365 CRM. Today, in his hurry he accidentally updated the company name and business number of another customer and saves it. It comes to his attention instantly but even if he can rectify the company name, he doesn’t know the correct business number of the customer to rectify it. So, what does he do? He just clicks on the ‘Click2Undo’ button to undo the recent change he has made in the record. Now the record is back to its previous state with the correct company name and business number.
Undo Past Changes
After some time, Sam’s colleague approaches him saying that the new business id given to him of a customer is not working. He asks Sam for the old business id as he has to send a Quote to the customer. But Sam had updated the id couple of weeks ago and he doesn’t have the old id at hand. Now, in such a situation, it is difficult and time-consuming to retrieve old data and restore it. But Sam has no issue at all. He just clicks on the ‘History’ button on the record and a list of all changes made to the record for the past month is displayed on the screen. From this list, he selects the change made a couple of weeks ago and clicks on the ‘Undo’ button. The record is now updated with the old business email id. Sam’s colleague is quite happy with the result as they didn’t have to spend time and effort searching for the id.
Restore Deleted Record(s)
Later in the day, it comes to Sam’s attention that he had accidentally deleted one of the records from his contact list. Earlier in such a situation, it would have been very difficult to retrieve the deleted record from Dynamics 365 CRM. But with Click2Undo installed in his CRM system, Sam just goes to the ribbon bar and clicks on the ‘Restore Deleted’ button. Now a list of all deleted records is displayed on the screen. From this list, he just selects the record he had deleted accidentally and clicks on the ‘Restore’ button. And instantly the record is restored to its previous state in the system. With Click2Undo at his disposal, Sam now rarely worries about losing Dynamics 365 CRM data by mistake or accident.
As Click2Undo increases your chance to retrieve lost Dynamics 365 CRM/Power Apps data, isn’t it a quite remarkable app to have in your CRM system?
So, what are you waiting for?
Just one click and you can download and explore this handy app from our or for a trial period of 15 days.
Also, have a look at our popular visualization apps – & .
Feel free to mail us at crm@inogic.com for more information or request for a personal demo.
Till then – Keep Clicking!
Today’s blogpost is for all our Dynamics 365 Field Service enthusiasts. Well, it’s actually good information for everybody in the Dynamics community because it is reflective of a continuing trend of deprecating aging apps, versions, and platforms. But if your organization uses the Field Service workload of Dynamics 365, please pay extra special attention because this change will likely have a…
Microsoft recently announced that Tier 1 environments will not be included in the purchase of Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365 Project Operations, or Dynamics 365 Commerce applications. See below for the different potential scenarios that may apply: No additional Sandbox: Develop & Test (Tier 1) Add-on purchases allowed Empty Sandbox: Develop & Test (Tier 1)…
David Kepler and James Ringler to Retire; Board Size to be Reduced to Nine Directors
Michael Gianoni, Chairman of the Teradata Board of Directors, stated, “On behalf of the entire Board, I want to extend my gratitude to Dave and Jim for their distinguished service and significant contributions to Teradata over many years. Both Dave and Jim have been integral members of our Board since 2007 and we wish them all the best going forward.”
Mr. Gianoni continued, “As a Board, our focus is on best-in-class corporate governance that aligns with the execution of the Company’s long-term strategy. With effective and agile oversight, and a leadership team accelerating its cloud-based strategy, Teradata is extremely well-positioned to continue delivering for our customers, supporting our people and driving outstanding top and bottom line expectations to enhance shareholder value. The solid third quarter 2020 financial results announced today reflect the efforts of Steve McMillan and the entire team, and we look forward to continued success.”
The pandemic-era has transformed how organizations’ sales and marketing teams operate in many ways. Arguably and most significantly, with the reduction of opportunities for connecting in person. Maximizing opportunities for engagement through open communication, and soliciting customer feedback at every opportunity is more important than ever before.
The Q3 Tech Insider Update hosted by JourneyTEAM previews the latest updates to the Microsoft Dynamics 365 Customer Engagement including Microsoft Teams integration into Microsoft Dynamics 365 for Marketing Events, SQL for Microsoft Dynamics 365 using Dataflex, and a deeper embedding of the Customer Voice survey application into Dynamics 365 and Power Platform/Dataflex.
Enhancements are broken down with rapid-fire video updates and summaries.
Highlights, featured in the video, include:
Instead of putting a pause on gatherings until in-person events can safely resume, many organizations are choosing to host virtual events to continue to support their CRM sales and marketing activities. The Microsoft Teams Live Events application is now integrated with Dynamics 365 for Marketing as the online meetings and events provider. This integration provides greater opportunities for interaction and tools to track engagement. Organizations can now host fully online, or hybrid online/onsite events using Teams with the Events live stream managed directly within Dynamics 365 for Marketing.
In addition to full event management in one place, this integration also provides engagement metrics beyond registration such as attendance details like joins and participation. This is outstanding data to have as the event wraps up as it allows organizations to measure the success of their events, as well as help to identify ways to improve future events.
Highlights, featured in the video, include:
Previously, organizations that went from Dynamics 365 Customer Engagement on-premises to the online cloud-hosted environment were unable to query the data hits, but this has changed. Currently, in preview mode, organizations can use Dataflex to connect SQL server connections to their Dynamics 365 online instance. This brings back the ability to write SQL queries against Dynamics data. Supported operations include FILTER, UNION, JOIN, COUNT, MIN, and MAX.
Organizations that use surveys to solicit feedback can use this valuable data alongside other key sales and marketing data to enhance and personalize the customer experience. The real-time surveying tool Customer Voice has been updated so it can run in Dynamics 365 as well as Dataflex. Using Customer Voice organizations can manage and deploy surveys including drafting questions, creating steps, conditional logic and branching, and any other survey configuration.
NOTE: When you are watching the full Tech Insider Update video, the segment on Customer Voice updates starts at 24:40.
In addition to Microsoft Dynamics 365 Customer Engagement (CRM), the Q3 Insider Update highlighted changes to Microsoft Cloud and Microsoft Office 365, Microsoft Teams, Microsoft SharePoint, Microsoft Power Platform Automate, Power BI and Power Apps, and Microsoft Dynamics 365 Business Central (ERP).
About JourneyTEAMArticle by:
Head of Marketing | 801-436-6636
JourneyTEAM has more than 25 years of experience in delivering IT solutions to businesses. As a Microsoft Gold Certified Partner, we’ve worked closely with Microsoft to carefully provide organizations with Microsoft products, including SharePoint, Azure, Office 365, Dynamics 364, SL, AX, GP, NAV, and CRM, and make them work for you. Whether you’re in need of collaboration, marketing, sales, or productivity solution, JourneyTEAM can help you find the right technology for your business. To learn more about our team, visit our website at .
Interested in learning how the latest updates to Microsoft Teams improves collaboration and shared information for sales, service and the entire organization? The August 2020 Tech Insider Update from JourneyTEAM previews the most important releases, updates and changes that promote the effective collaboration your organization needs to close more deals.
The updates to Microsoft Teams include task management capabilities with a new Tasks app, Together Mode in video conferencing, integrated Yammer Communities and Lists apps.
The new Tasks app in Teams merges individual tasks from Microsoft To Do and team tasks from Microsoft Planner for complete task management. The Tasks app is now available in desktop, web and mobile experiences. Guest users will be limited only to mobile and not be able to see it on the desktop version.
Together Mode enables more engaging meetings for remote workers that may be suffering from “meeting fatigue.” This feature places video call participants in a virtual space that make it appear as though they are in the same environment, like an auditorium, sitting side-by-side. In this view, Together Mode also helps presenters better gauge audience reactions.
The Yammer Communities app, an enterprise social networking platform that connects and engages employees through shared communication, has been brought to the Teams experience making it an even greater hub for operations and communications across the organization.
The Microsoft Lists app helps organizations track and organize work simply, and now organizations can create lists directly within Teams with the Lists App integration that is now generally available. The Lists app will be available in individual Channels as a tab. Users that want to track a list can click the “+” button next to tabs, search for the Lists app in the tab gallery, and easily add it.
All the standard features that are available for Lists in SharePoint web are also now accessible in the Lists app for Teams, which includes the three main views – grid, gallery, and calendar, as well as custom. Users can create lists or pick from eight standard templates.
A standalone Microsoft Lists app for iOS is anticipated for Q4 this year.
JourneyTEAM was recently awarded and the Microsoft Eagle Crystal trophy as a top 5 partner for Dynamics 365 Business Central software implementations. Our team has a proven track record with successful Microsoft technology implementations. We have experts ready to answer your questions about the latest Teams updates that can enhance collaboration at your organization and support sales and service goals and CRM activities.
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 installed in your Dynamics 365 CRM, the newest addition to our suite of productivity apps .
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.
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 or .
To know more about our other Microsoft Preferred Dynamics 365 CRM / PowerApps solutions, click .
For more information on Click2Undo, refer our online 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!
Data allows organizations to make effective business plans, find resourceful insights, and much more. Hence, maintaining good and accurate data in Dynamics 365 CRM and Power Apps is very crucial. But what if there is a data entry error? What measures to take when an important record is deleted from the CRM environment? Dynamics 365 CRM does not allow users to undo changes in a record once it has been saved and nor it allows users to restore deleted records. With our 1 click app , we have brought the right solution for your business needs.
Click2Undo is a productivity app for Dynamics 365 CRM & Power Apps that enables users to undo changes done to a Dynamics 365 CRM record by restoring the record to its previous known state in a single click. From undoing the last changes made to a record or undoing the changes made to a record in the past, Click2Undo can do it without any hassle. It also enables users to restore changes to multiple records with a single click. Users can also restore deleted records if auditing for the said entity is enabled in CRM. Click2Undo works not only on OOB entities but also on Custom entities.
Let’s answer a few of the questions related to Click2Undo and its features that you may have regarding how it can benefit your business:
What unique feature does Click2Undo offer to Dynamics 365 CRM and Power Apps users?
As the name suggests, Click2Undo is a 1 Click app that enables users to undo changes done in a record in Dynamics 365 CRM. With the help of this feature, users can restore the record to its last known state in a single click.
Does Click2Undo allow users to restore changes done in bulk?
Yes, it does. With the help of Click2Undo, users can not only restore a single record to its last known state but can also restore multiple records in one go.
Can changes made in past be restored using Click2Undo?
With the help of the ‘History’ button, which stores the details of all the changes done to a record in the default set period of 30 days, users can restore changes done to a record in the past.
What if a record is deleted from Dynamics 365 CRM? Will Click2Undo be able to help?
When auditing is enabled for any entity, the user also has access to the list of all the records that have been deleted. Users can just click on the ‘Restore Deleted’ button, select the deleted record and restore it as per their requirement.
With all these features, Click2Undo will act as your own ‘Ctrl+z’ button within Dynamics 365 CRM & Power Apps thereby becoming a must-have application.
Wait no more and download the application for a trial period of 15 days from our . Click2Undo is also available on .
Watch our recently concluded to know more about Click2Undo.
To know more on our to Export, Clone or Undo email us at crm@inogic.com.
I’ve been looking to using datasets for the sometimes nice layout and scrolling possibilities.
However I’ve been trying to find a way to “force” the layout when using nested tables.
I can’t find any and it also seems to depend on the type of the values.
Are there any ways described to force a layout?
As a simple example.
planets = ExampleData[{"Dataset", "Planets"}]
ReplacePart[planets, {{"Earth", "Moons", "Moon", "Mass"} ->2, {"Earth", "Moons", "Moon", "Radius"} ->2}]
After 1 , 1 we are quite excited to announce release of our another star-studded addition to our suite of productivity apps – . As the name suggests, it is an app that restores the last state of Dynamics 365 CRM records in just 1 click.
Since Dynamics 365 is a vast customer relationship management system, it deals with bulk of data and at several instances its users make changes that are not desired. In case there is an unwanted change, it becomes nearly impossible for the users to restore the previous state and therefore, it can cause a chaos in the business. Altering data, that is not as per business requirement can lead to an overall havoc and the business may come up with many problems. It is always desirable to find a solution that addresses this issue.
In order to retain the last state of altered data we have developed the robust app Click2Undo. Click2Undo takes care of any changes done in a record and with the help of this app users can restore history changes done in a record and be in control of their business. Let’s see how with the help of Click2Undo businesses can be relieved.
Suppose Sam is the salesperson who is working on his sales target. Here are few scenarios where he can make use of Click2Undo:
Suppose Sam imports bulk records for some business requirement. Here, for few records erroneous data is imported and therefore, Sam needs to restore their previous state. In such a scenario, Sam simply clicks on Click2Undo button and the data is restored to their previous state.
Now, Click2Undo button is clicked and last state is restored.
With the help of Click2Undo Sam can restore the changes done to a record in the past. For instance there was a change in the record’s data one month ago. The change done in the past one month can be done using Click2Undo. By default with Click2Undo changes that were done in past 30 days can be restored.
Let’s undo history changes. For this click the side arrow button next to Click2Undo and select history. The History changes will appear, Sam can select the changes he wants to restore and these changes will be undone in the record.
In a scenario Sam needed to change certain data in few records as per a new deal so he goes ahead and changes them. But for some business requirement the deal does not fructify so he needed to re-instate the altered data to their previous state. In such a case there is no provision in Dynamics 365 to restore the changes done in the record. Here, Click2Undo comes to his rescue. He can select all those records whose last state has to be restored and bring back the records to their original state.
So you have seen how with the help of Click2Undo unwanted changes done in Dynamics 365 CRM records can be scraped and last state be regained. Time saving isn’t it?
So stay there, with this powerful app which acts as a boon for the Dynamics 365 user. For any query or suggestion drop a mail at crm@inogic.com and we can schedule a meeting with you. In the meantime you can visit the of Click2Undo to know more and download the solution for a free trial of 15 days. Follow this for setup information.
Till then, Ciao and Please Stay Safe!