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Cobalt Iterates on Dynamics CRM Snapshot with Deep Cloning, Rollbacks, Backups

by Dann Anthony Maurno
Assistant Editor, MSDW

Microsoft Dynamics CRM partner and app developer Cobalt has been rapidly iterating on its Dynamics CRM Snapshot offering, a deep clone, backup, and rollback tool for Dynamics CRM and Dynamics CRM Online. And it's free.

Cobalt's Microsoft Dynamics CRM Snapshot tool 

The company rolled out its Dynamics CRM Snapshot in April and has collected considerable feedback since then, says Lead Architect of R&D Michael Ochs.

"Deep copy was a lot of the feedback we got," says Ochs, "like to be able to copy related records as well as the parent record. It was 2D before when you could copy just the one record, now 3D for the record and related children."

This update in turn enables three new features:

  • Configurable deep backup: Not only is the ability to back up child records available in Dynamics CRM Snapshot 3D, but it is configurable for the relationships you want to back up as well as which fields you with to include or exclude.
  • Deep rollback, with the ability to fully restore a deep backup with a single click, or pick and choose the backups you want to restore. Because Snapshots are hierarchical (see image), users can visualize exactly what data is in the backup and select nodes of the hierarchy to restore.
  • Configurable deep clone enables you to create copies of existing records, excluding fields you do not wish to copy and including related records using custom workflows.

CRM ...

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About Dann Anthony Maurno

Dann Anthony Maurno is a seasoned business journalist who began his career as International Marketing Manager with Lilly Software, then moved on as a freelancer to write for such prestigious clients as CFO Magazine; Compliance Week;Manufacturing Business Technology; Decision Resources, Inc.; The Economist Intelligence Unit; and corporate clients such as Iron Mountain, Microsoft and SAP. He is the co-author of Thin Air: How Wireless Technology Supports Lean Initiatives(CRC/Productivity Press, 2010).