[How To] Use the Dataverse Recycle Bin in Dynamics 365

Accidental deletions are an inevitable part of managing data, and Power Platform finally provides a robust solution to recover from such mishaps – the database recycle bin. The capability to restore deleted table records is a critical feature for administrators, ensuring that valuable data is not permanently lost due to human error. In this blog, we will delve into the steps and best practices for restoring deleted table records in Power Platform.

Step-by-Step Guide to Configure the Dataverse Recycle Bin

  1. Accessing the Power Platform Admin Center: Begin by navigating to the Power Platform admin center. (https://admin.powerplatformmicrosoft.com)Ensure you have the necessary permissions to configure your environment. operations.
  2. Selecting the Environment: Choose the appropriate environment where the table record was deleted. If you have multiple environments, you will need to configure this in each environment.
  3. Got Settings/Features in the Ribbon
  4. Locate Dataverse Recycle Bin Setting: At the time of publishing this is located at the bottom of the right-hand column. Turn the option to On and select the number of days you would like to be able to recover. This can be up to 30 Days
  5. Click Save at the bottom of the Settings/Features page
Dataverse Recycle Bin | enCloud9

Dataverse Recycle Bin Preview

Step-by-Step Guide to Restore Deleted Records with the Dataverse Recycle Bin

  1. Accessing the Power Platform Admin Center: (https://admin.powerplatformmicrosoft.com) Begin by navigating to the Power Platform admin center. Ensure you have the necessary permissions to perform data restoration operations.
  2. Selecting the Environment: Choose the appropriate environment where the table record was deleted.
  3. Navigating to the Data Section: In the selected environment, go to the ‘Data’ section. Here, you will find options to manage tables, records, and other data-related functions.
  4. Locating Deleted Records: Within the ‘Data’ section, look for the ‘Deleted Records’ or similar option. This will display a list of records that have been recently deleted and are eligible for restoration.
  5. Restoring the Record: Select the record(s) you wish to restore and click on the ‘Restore’ option. Confirm the action to reinstate the deleted records back to their original table.

Best Practices for Data Management

  • Security Roles: Security Roles are the first line of defense against the accidental deletion of record – enCloud9 generally modifies client security roles to prohibit deleting any records except activities
  • Audit and Monitoring: Implement auditing and monitoring to keep track of deletions and other critical actions. This helps in quickly identifying and addressing any issues that may arise.

We’ve written many blog articles about the importance of data cleanliness. We recently wrote a Guide to Refreshing/ cleaning your data in Dynamics 365.

Efficiently Manage Data with the DataVerse Recycle bin

The ability to restore deleted table records in Power Platform is a crucial feature that enhances data resilience and reliability. By following the outlined steps for configuring the Dataverse Recycle Bin and adhering to best practices, administrators can efficiently manage data and mitigate the impact of accidental deletions. This functionality not only saves time but also ensures that critical data remains intact and accessible when needed.

For more detailed information, you can refer to the official documentation on Microsoft Learn.

How Can We help?

Ensuring data integrity and mitigating accidental deletions are essential for any organization. At enCloud9, we specialize in optimizing your Power Platform experience with expert guidance and support. Our team can help you configure the Dataverse Recycle Bin, implement robust data management practices, and customize security roles to prevent unintended data loss. Contact enCloud9 today to safeguard your valuable data and streamline your operations. Visit our website or reach out to learn how we can help you maximize the potential of Power Platform and beyond.