Zap Copy Record

Duplicating of record is one of those nifty features that doesn’t exist in Microsoft Dynamics 365 CRM out-of-the-box. Using Zap Copy Record App you can copy, clone or duplicate record in single click!

Zap Copy Record is the only APP available on Microsoft Appsource with DEEP COPY functionality (copy child records up to N levels). Eg Copy Account record ==> realted Child Contacts ==> related child Opportunities ==> related Child Opportunity Products... and so on...

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)
• Copy child records (up to N levels)
• 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
• 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 customizations to add form button!)
• Tested across Unified Interface forms too

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

New Update (Dec 2018): Zap Objects now introduces "All-in-One" Annual Subscription plan. The plan covers license for all paid Zap Dynamics 365 CRM Apps!

Benefits:

1. One simple easy to manage subscription
2. Cost-effective
3. Highly affordable

Apps included under this plan:

1. Zap Copy Record
2. Zap Team Calendar
3. Zap Auto-Number
4. Zap Helpdesk – Email to Case
5. Zap Email Parser (Email to Any CRM Record)
6. Zap SSRS Report Scheduler for Online & On-Premise

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