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Record Clone - Microsoft Dynamics CRM - Dynamics 365 - Annual Subscription

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Price:   $299.00   
Dev-Test:

User Tier: 


Record Clone for Microsoft Dynamics CRM is one of the methods which can reduce the time spent on data entry, particularly if the data being entered is similar. The add-on product allows you to create a duplicate record with the same values as the parent record.

Cloning is one of the methods which can reduce the time spent on data entry, particularly if the data being entered is similar. 

Cloning or Record Copying allows you to create a duplicate record with the same values as the parent record with just one click! (now with newly added Multi-Cloning feature you can create multiple copies too with just a single click) 

Features: Following entities are supported out-of-the-box:

  • Lead (+notes & related entities)

  • Account (+notes & related entities)

  • Contact (+notes & related entities)

  • Product 

  • Case (+notes, activities & related entities)

  • Goal

  • Price List and its related price-list items

  • Opportunity (+notes) and its related Opportunity Products

  • Quote (+notes) & its product lines

  • Order (+notes) and its order lines

  • Invoice (+notes) and its invoice lines

To clone notes and related entities kindly refer instructions in user-guide.

We have also added the functionality of Multi-Cloning...now you can create multiple copies of a record with a single click!!!

IOTAP's Record Clone / Record Copy Add-on for Microsoft Dynamics CRM provides you the following additional benefits :

  1. Ability to clone System entities as well as Custom and their related entities.

  2. For Opportunity, Quote, Order and Invoice the related products are cloned as well

  3. Works on CRM grid as well as on CRM form

  4. Copied record is automatically saved within CRM

  5. Once cloned or copied, the newly created record pops up on the User Interface

  6. Works for even new fields as soon as they are introduced within the entity

  7. Option to exclude fields that do not required to be cloned

  8. Works for all deployments and clients for CRM (On-Premise/IFD/Partner hosted/Online)

    Works with:

  • On-Line

  • On-Premise

  • Partner hosted

Demo: IOTAP provides you a demo version of Record Clone to help you test the product and understand its strong record copying functionality.You can watch the demonstration of how to use Record Clone / Record Copy by visiting http://www.youtube.com/watch?v=4GFYl45Qq2g. Free Trial: Please click here for the "CRM Clone Trial product" that is available for immediate download and setup.  When you download CRM Record Clone's demo version, you will receive an email from IOTAP with the download link. Also please click here to review what customer are saying about the clone add-on the Microsoft Pinpoint site.

Our CRM add-Ons are licensed by unique org-name and if you are looking to install the Add-on on additional environments like Dev or Test you can purchase an additional license at a discounted price of only $199 PER environment.

Active CRM Users

Annual Subscription

1-24

$299

25-49

$499

50-99

$699

100-249

$899

250+ user pls email sales@iotap.com

Test Instance for the same Org

$199

 

 

 


Cloning is one of the methods which can reduce the time spent on data entry, particularly if the data being entered is similar. 

Cloning or Record Copying allows you to create a duplicate record with the same values as the parent record with just one click! (now with newly added Multi-Cloning feature you can create multiple copies too with just a single click) 

Features: Following entities are supported out-of-the-box:

  • Lead (+notes & related entities)

  • Account (+notes & related entities)

  • Contact (+notes & related entities)

  • Product 

  • Case (+notes, activities & related entities)

  • Goal

  • Price List and its related price-list items

  • Opportunity (+notes) and its related Opportunity Products

  • Quote (+notes) & its product lines

  • Order (+notes) and its order lines

  • Invoice (+notes) and its invoice lines

To clone notes and related entities kindly refer instructions in user-guide.

We have also added the functionality of Multi-Cloning...now you can create multiple copies of a record with a single click!!!

IOTAP's Record Clone / Record Copy Add-on for Microsoft Dynamics CRM provides you the following additional benefits :

  1. Ability to clone System entities as well as Custom and their related entities.

  2. For Opportunity, Quote, Order and Invoice the related products are cloned as well

  3. Works on CRM grid as well as on CRM form

  4. Copied record is automatically saved within CRM

  5. Once cloned or copied, the newly created record pops up on the User Interface

  6. Works for even new fields as soon as they are introduced within the entity

  7. Option to exclude fields that do not required to be cloned

  8. Works for all deployments and clients for CRM (On-Premise/IFD/Partner hosted/Online)

    Works with:

  • On-Line

  • On-Premise

  • Partner hosted