Duplicating of record is one of those nifty features that doesn’t exist in Microsoft Dynamics 365 CE/ Power Apps out-of-box. Using Zap Copy Record App you can Copy, Clone or Duplicate record in single click!

Features:

Easy configuration – Very simple configuration section with ability to install sample data to get started fast!
Ability to copy related records (1..N, N..N) (eg Quote along with Quote products or Account along with notes)
Bulk copy records (copying multiple records) in 1-Click!
Bulk copy single record. (e.g. Creating multiple copies of a record)
Schedule a COPY/CLONE (recurrence pattern: daily / weekly / monthly)
Copy child records (up to N levels)
Copy record from one entity to another (e.g. creating Opportunity record from Case)
Ability to set default field values for newly created record
Option to exclude certain fields from getting copied
Configure the prefix for the copied record
Schedule a COPY/CLONE (recurrence pattern: daily / weekly / monthly) ** New Feature (Released Nov 23)
Advanced CLONING functionality for Field Service – Work Orders ** New Feature (Released Dec 23)
Ability to Copy Record even using Power Automate Flow / Workflow
Supports system as well as Custom entities
Fully configurable – Copy button will automatically show up in the entity form ribbon based on configuration and security role (no need for any manual customization's to add form button!)

Please ensure that you provide Zap_CR_User Security Role to users who need this functionality.

Zap Objects now introduces "All-in-One" Annual Subscription plan. The plan covers license for all paid Zap Dynamics 365 CE Apps!

Benefits:

One simple easy to manage subscription
Cost-effective
Highly affordable

Apps included under this plan:

Zap Copy Record
Zap Calendar Pro
Zap Notifications Generator
Zap Helpdesk
Zap Email Parser (Parse Email to Any Record)
Zap Report Scheduler
Zap Email Reader
Zap Attachment Viewer
Zap Audit User Actions
Zap PSA Case Time Entry

To explore all our Dynamics 365 CE/CRM Apps, visit Zap Objects!!!

Zap Copy / Clone / Duplicate Record

بواسطة Zap Objects