Clone Record With Hierarchy

di LTIMindtree Limited

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Clone CRM record(s) in few clicks along with hierarchy

For any query related to this accelerator please write to:

Brief Description:
Clone Record with Hierarchy Accelerator is a Microsoft Dynamics 365 CRM solution containing custom entities, attributes and processes. Deploy and configure it on CRM instance for using the cloning feature.

  • Can clone all entities (includes custom) apart from system entities like User, Team, Role etc.
  • Can clone all attributes (includes custom) 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 (optional) the multiple child entity records to maintain the hierarchy.
  • Maintains data consistency without manual intervention
  • High speed of execution

  • Administrator screens for configuring entites for cloning.
  • 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.

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