https://store-images.s-microsoft.com/image/apps.33963.00a33d70-b201-476c-a241-9daebe6012de.b6d26be9-64f2-4400-bf51-dc8d6cfa544a.c2b6e775-9a26-4d78-9f45-b550ba3fed95

Work 365 | Record Clone for Dynamics

durch WORK 365

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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