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Work 365 | Record Clone for Dynamics
durch WORK 365
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This app allows 1-Click Cloning (duplicating) of any Microsoft 365 Dynamics Record
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/
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