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Clone Bulk Records

Mindtree Limited

Clone Bulk Records

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

Brief Description:
Clone Bulk Records Accelerator is a Microsoft Dynamics 365 CRM solution containing custom entities, attributes and processes. Deploy and configure it on CRM instance for using the feature of cloning multiple record at once.

Benefits:
  • 1. Clone entities (includes custom) apart from system entities like User, Team, Role etc.
  • 2. Clone attributes (includes custom) apart from system attributes like createdon, modifiedby etc.
  • 3. Records can be accessed for cloning as defined by CRM security (based on user roles assigned).
  • 4. Maintains data consistency without manual intervention
  • 5. High speed of execution

Features:
  • 1. User can select up to 10 records to clone simultaneously to save time.
  • 2. Administrator screens for configuring entites for cloning.
  • 3. Search feature provided for administrators to ease the configuration record creation.
    • a. Dates [From Date and To Date]
    • b. Owner
    • c. Status
  • 4. Error Logging: Tasks with error information gets assigned to Administrator
Note: There needs to be only one entity configuration record available at all times.

https://store-images.s-microsoft.com/image/apps.59905.7c7cbe93-1de8-4d71-aef0-afd669bcba65.b5608a84-102f-4d41-b3b7-5b61add1bfee.c1ce89d0-c740-4130-b43f-c9ffe7dab038
https://store-images.s-microsoft.com/image/apps.59905.7c7cbe93-1de8-4d71-aef0-afd669bcba65.b5608a84-102f-4d41-b3b7-5b61add1bfee.c1ce89d0-c740-4130-b43f-c9ffe7dab038
https://store-images.s-microsoft.com/image/apps.3306.7c7cbe93-1de8-4d71-aef0-afd669bcba65.b5608a84-102f-4d41-b3b7-5b61add1bfee.7f16397d-b46c-4bf9-ae18-e133e734cb31
https://store-images.s-microsoft.com/image/apps.37085.7c7cbe93-1de8-4d71-aef0-afd669bcba65.b5608a84-102f-4d41-b3b7-5b61add1bfee.ef9cd760-8cfc-4281-a69a-0e4a53240d94
https://store-images.s-microsoft.com/image/apps.12492.7c7cbe93-1de8-4d71-aef0-afd669bcba65.b5608a84-102f-4d41-b3b7-5b61add1bfee.496b8ecb-e81e-4e60-b57a-94b96902e850
https://store-images.s-microsoft.com/image/apps.41227.7c7cbe93-1de8-4d71-aef0-afd669bcba65.b5608a84-102f-4d41-b3b7-5b61add1bfee.5fb0787c-e612-46bf-8ac4-264cba0dc021