Microsoft Dynamics CRM Record Clone/Record Copy Add-On Demo





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Published on Oct 12, 2012

Record Cloning or Record Copying is one of the methods which can reduce the time spent on data entry, particularly if the data being entered is similar. IOTAP's Record Clone / Record Copy allows you to create a duplicate record with the same values as the parent record.

1. Easy to setup as it just involves importing a solution within CRM.
2. Does not involve creation of any custom workflows or relationships.
3. Applying the Clone functionality for any entity, just involves minor modification to the Application Ribbon, usually taking not more than a couple of minutes.
4. Works from the CRM grid as well as the CRM form.
5. The cloned record is automatically saved within CRM.
6. Once cloned the newly created record is popped up on the User Interface.
7. In case of Opportunity, Quote, Order and Invoice the related products are cloned as well.
8. The code automatically takes care of cloning new fields as soon as they are introduced within the entity.
9. Works for all deployments and clients for CRM (On-Premise/IFD/Partner hosted/Online/Outlook Offline Client)

Following are the entities those can be cloned.
1. Product
2. Account
3. Contact
4. Lead
5. Opportunity
6. Invoice
7. Order
8. Quote

To try Dynamics CRM Record Clone add for FREE, please visit : https://www.iotap.com/productdetails/...

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