Clone Record With Hierarchy
作者 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: MSDynamics.CoE@mindtree.com
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.
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.
Benefits:
- 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
Features:
- 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
概览
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