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/

Work 365 | Record Clone for Dynamics

by WORK 365