Work 365 | Record Clone for Dynamics

Work 365 Record Clone add-on for Microsoft Dynamics CRM allows users to create a copy of records for not only System entities but also Custom and their related entities.

Below are some of the entities that can be cloned/duplicated:

• Lead  (+notes & related entities)
• Account  (+notes & related entities)
• Contact  (+notes & related entities)
• Case (+notes, activities & related entities)
• Goals
• Product and related price list items
• Price List and related price-list items
• Opportunity (+notes) and related Opportunity Product
• Opportunity Products
• Quote (+notes) and related Quote Product
• Quote Product
• Order (+notes) and related Order Product
• Order Product
• Invoice (+notes) and related Invoice Product
• Invoice Product

Further, there is also an option to exclude certain fields from getting cloned

Value and Key Benefits:

• Ability to clone not only System but also Custom and their related entities as well
• For Opportunity, Quote, Order, and Invoice, the related products are cloned as well
• It does not involve the creation of any custom workflows or relationships
• Works from the CRM grid as well as the CRM form.
• A cloned record is automatically saved within the CRM
• Once cloned, the newly created record pops up on the user interface.
• It works even for new fields as soon as they are introduced within the entity.
• Easily exclude fields that should not be cloned
• Multi-Cloning – create multiple copies of a single record

Works for all deployments and clients for CRM (On-Premise/IFD/Partner hosted/Online/Outlook Offline Client)
 
Licensing and Support

• The subscription includes email-based technical support.
• For additional support, a ticket needs to be purchased from the store.

https://www.wetransact.io/