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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.
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
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
