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Introduction

IOTAP's Record Clone add-on for Microsoft Dynamics CRM allows users to create copy of records for not only System entities but also Custom and their related entities.

Below are some of the entities that can be cloned / duplicated:

  • Lead  (+notes & related entities)
  • Account  (+notes & related entities)
  • Contact  (+notes & related entities)
  • Case (+notes, activities & related entities)
  • Goals
  • Product and related price list items
  • Price List and related price-list items
  • Opportunity (+notes) and related Opportunity Product
  • Opportunity Products
  • Quote (+notes) and related Quote Product
  • Quote Product
  • Order (+notes) and related Order Product
  • Order Product
  • Invoice (+notes) and related Invoice Product
  • Invoice Product

Further there is also an option to exclude certain fields from getting cloned.

 

Key Benefits:

  • Ability to clone not only System but also Custom and their related entities as well
  • For Opportunity, Quote, Order and Invoice the related products are cloned as well
  • Does not involve creation of any custom workflows or relationships
  • Works from the CRM grid as well as the CRM form.
  • Cloned record is automatically saved within CRM
  • Once cloned the newly created record is popped up on the User Interface.
  • Works for even new fields as soon as they are introduced within the entity.
  • Easily exclude fields that should not be cloned
  • Multi-Cloning – create multiple copies of single record
  • Works for all deployments and clients for CRM (On-Premise/IFD/Partner hosted/Online/Outlook Offline Client)


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