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Clone Record With Hierarchy

Mindtree Limited

Clone CRM record(s) in few clicks along with hierarchy

For any query related to this accelerator please write to: MSDynamics.CoE@mindtree.com

Brief Description:
Clone Record with Hierarchy Accelerator is a Microsoft Dynamics 365 CRM solution containing custom entities, attributes and processes. Deploy and configure it on CRM instance for using the cloning feature.

Benefits:
  • Can clone all entities (includes custom) apart from system entities like User, Team, Role etc.
  • Can clone all attributes (includes custom) 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 (optional) the multiple child entity records to maintain the hierarchy.
  • Maintains data consistency without manual intervention
  • High speed of execution

Features:
  • Administrator screens for configuring entites for cloning.
  • 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
Note: There needs to be only one entity configuration record available at all times.

http://store-images.s-microsoft.com/image/apps.49682.3d0038bd-c6e1-4831-b174-618c40a35f17.7b54c0a5-050e-42ef-912a-42bf800f3d8d.a2082e70-5630-436c-bf33-5a8c798fbf64
http://store-images.s-microsoft.com/image/apps.49682.3d0038bd-c6e1-4831-b174-618c40a35f17.7b54c0a5-050e-42ef-912a-42bf800f3d8d.a2082e70-5630-436c-bf33-5a8c798fbf64
http://store-images.s-microsoft.com/image/apps.26855.3d0038bd-c6e1-4831-b174-618c40a35f17.7b54c0a5-050e-42ef-912a-42bf800f3d8d.9fc99777-1d8f-4eb0-9b8e-649c01e552f1
http://store-images.s-microsoft.com/image/apps.1918.3d0038bd-c6e1-4831-b174-618c40a35f17.7b54c0a5-050e-42ef-912a-42bf800f3d8d.7b0cacf3-fecb-467d-b5de-19897657fce5
http://store-images.s-microsoft.com/image/apps.36925.3d0038bd-c6e1-4831-b174-618c40a35f17.7b54c0a5-050e-42ef-912a-42bf800f3d8d.fb03fd58-cf92-49c2-a352-799c14fe9b86
http://store-images.s-microsoft.com/image/apps.59996.3d0038bd-c6e1-4831-b174-618c40a35f17.7b54c0a5-050e-42ef-912a-42bf800f3d8d.b9ebd813-0e22-497b-8f3a-32837c6a702d