Clone Bulk Records

by LTIMindtree Limited

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Clone Bulk Records

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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.

  • 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

  • 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.

At a glance