Restore Previous Versions of Documents in Dynamics 365

The best document management solution for Dynamics 365
DaDaDocs Dynamics integration
The DaDaDocs Dynamics 365 integration is a complete online PDF editor for typing, editing, erasing, blacking out and annotating text as well as signing PDF documents within Dynamics. Collaborate on documents in your Dynamics account and make them available for filling by anyone on any mobile device.

Restore Previous Versions of Documents

Have you ever needed to restore a previous version of your contract or invoice stored in your Dynamics 365 account?

DaDaDocs Restore a Previous Version option makes it possible to restore any version of the contract, invoice or business proposal edited in your Dynamics 365 account. Save your time and energy with this tool, as now there is no necessity to create a new PDF or Word document and make changes twice.

To get started, click on Sales and select a required entity, for example, Opportunities.

DaDaDocs integration with Dynamics 365

Select the opportunity from the list and click on DaDaDocs in the top panel of Dynamics interface.

DaDaDocs integration with Dynamics 365 account

Choose the document you would like to edit and press Edit Document.

DaDaDocs for Dynamics 365

If your document was edited several times on different dates, the number of versions will coincide with the number of times you clicked the Done button.

When the needed document is opened click the Versions tab on the right side of the interface.

DaDaDocs for integration with Dynamics 365

The version you clicked will have an additional option - Restore a Previous Version - highlighted with orange color. Click on it and the changes made on that date will be restored and saved.

Integrate DaDaDocs with Dynamics 365

After that, press the Close button above the Versions and you will go back to other editing tools in your Dynamics account.

DaDaDocs Dynamics 365 integration

When you have finished editing, click the Done button in the top right corner and save your document back to your Dynamics 365 account, send it out for signing or turn into interactive fillable form available to anyone to fill out from any device.

Application Features

PDF Editor
  • Type and erase
  • Black out and redact
  • Add images
  • Draw arrows and lines
  • Place sticky notes and text boxes
Form Builder
  • Turn any document into a smart fillable form
  • Use checkboxes, drop-down menus, date and signature fields, formulas and images
  • Define the filling order and add instructional videos to guide clients through the document
eSign & Workflows
  • eSign documents and collect signatures
  • Get instant notification with a copy of the document once it's been filled out
  • Work together on any device to access, edit, collaborate and comment on a single document

Learn More with Guidebooks

Dynamics 365 Guidebook
PDFfiller's DaDaDocs for Dynamics 365 Guidebook
PDF, 8.80 MB
Download
PDFfiller Guidebook
PDFfiller Guidebook
PDF, 6.0 MB
Download
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