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Clone Record

Mindtree Limited

Clone CRM record(s) in few clicks

Clone Record Accelerator is a Microsoft Dynamics 365 CRM solution file containing custom entities and attributes. This solution can be deployed and configured on CRM instance for providing cloning feature to CRM users.

Benefits:
  • Can clone all entities and custom entities apart from system entities like User, Team, Role etc.
  • Can clone all native attributes apart from system attributes like createdon, modifiedby etc.
  • Records can be accessed for cloning as defined by CRM security (based on user roles assigned).
  • Clones (optionally) the child entity records to maintain the hierarchy.
  • Maintains data consistency without manual intervention
  • High speed of execution

Features:
  • Configurable filtering criteria so that administrator can select the records from a range of:
  • Search feature provided for administrators to ease the configuration record creation.
    • Dates [From Date and To Date]
    • Owner
    • Status
  • Error Logging: Tasks with error information gets assigned to Administrator
Note: There needs to be only one entity configuration record available at all times.

Please more details please refer attached documents or reach out to: MSDynamics.CoE@mindtree.com
http://store-images.s-microsoft.com/image/apps.15709.542ee049-7450-4e27-ae22-87f6f8ff8e38.f2d421dc-bb20-40f2-bc0e-f66a302ad93e.ac2fcf30-1eba-4046-a8de-653af36f09a0
http://store-images.s-microsoft.com/image/apps.15709.542ee049-7450-4e27-ae22-87f6f8ff8e38.f2d421dc-bb20-40f2-bc0e-f66a302ad93e.ac2fcf30-1eba-4046-a8de-653af36f09a0
http://store-images.s-microsoft.com/image/apps.26855.542ee049-7450-4e27-ae22-87f6f8ff8e38.f2d421dc-bb20-40f2-bc0e-f66a302ad93e.0f3d3465-ba65-4925-baec-d8fe2ec8fb71
http://store-images.s-microsoft.com/image/apps.1918.542ee049-7450-4e27-ae22-87f6f8ff8e38.f2d421dc-bb20-40f2-bc0e-f66a302ad93e.1e3d96d2-da59-404c-a67f-df1dc39c7bf2
http://store-images.s-microsoft.com/image/apps.36925.542ee049-7450-4e27-ae22-87f6f8ff8e38.f2d421dc-bb20-40f2-bc0e-f66a302ad93e.99fe68e4-9ec5-4517-b823-7f3d1471c000
http://store-images.s-microsoft.com/image/apps.59996.542ee049-7450-4e27-ae22-87f6f8ff8e38.f2d421dc-bb20-40f2-bc0e-f66a302ad93e.a6de7561-18d4-47cf-bd8d-d2e1610fc035