https://store-images.s-microsoft.com/image/apps.4038.542ee049-7450-4e27-ae22-87f6f8ff8e38.f2d421dc-bb20-40f2-bc0e-f66a302ad93e.e29f6939-5c89-4fca-b71b-780033a0ffc2
Clone Record
by LTIMindtree Limited
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Clone CRM record(s) in few clicks
Clone Record Accelerator is a Microsoft Dynamics 365 CRM solution file containing custom entities and attributes.
This solution can be deployed and configured on CRM instance for providing cloning feature to CRM users.
Benefits:
- Can clone all entities and custom entities apart from system entities like User, Team, Role etc.
- Can clone all native attributes apart from system attributes like createdon, modifiedby etc.
- Records can be accessed for cloning as defined by CRM security (based on user roles assigned).
- Clones (optionally) the child entity records to maintain the hierarchy.
- Maintains data consistency without manual intervention
- High speed of execution
Features:
- Configurable filtering criteria so that administrator can select the records from a range of:
- Search feature provided for administrators to ease the configuration record creation.
- Dates [From Date and To Date]
- Owner
- Status
- Error Logging: Tasks with error information gets assigned to Administrator
Please more details please refer attached documents or reach out to: MSDynamics.CoE@mindtree.com
At a glance
https://store-images.s-microsoft.com/image/apps.15709.542ee049-7450-4e27-ae22-87f6f8ff8e38.f2d421dc-bb20-40f2-bc0e-f66a302ad93e.ac2fcf30-1eba-4046-a8de-653af36f09a0
https://store-images.s-microsoft.com/image/apps.26855.542ee049-7450-4e27-ae22-87f6f8ff8e38.f2d421dc-bb20-40f2-bc0e-f66a302ad93e.0f3d3465-ba65-4925-baec-d8fe2ec8fb71
https://store-images.s-microsoft.com/image/apps.1918.542ee049-7450-4e27-ae22-87f6f8ff8e38.f2d421dc-bb20-40f2-bc0e-f66a302ad93e.1e3d96d2-da59-404c-a67f-df1dc39c7bf2
https://store-images.s-microsoft.com/image/apps.36925.542ee049-7450-4e27-ae22-87f6f8ff8e38.f2d421dc-bb20-40f2-bc0e-f66a302ad93e.99fe68e4-9ec5-4517-b823-7f3d1471c000
https://store-images.s-microsoft.com/image/apps.59996.542ee049-7450-4e27-ae22-87f6f8ff8e38.f2d421dc-bb20-40f2-bc0e-f66a302ad93e.a6de7561-18d4-47cf-bd8d-d2e1610fc035
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