IOTAP

Record Clone or Record Copy - CRM 2011 and CRM 2013 - Free Trial

by IOTAP

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. Record Cloning or Record Copying allows you to create a duplicate record with the same values as the parent record.

This is the TRIAL version of Custom Add-on called Record Clone for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM 2013. When you download Record Clone's demo version, you will receive the 'key' from IOTAP team within 24 hours.

Following system entities are supported out-of-the-box:
• Lead
• Account
• Contact
• Product
• Opportunity and its related Opportunity Products
• Quote & its product lines
• Order and its Order lines
• Invoice and its invoice lines

To enable cloning for more Custom and their related entities, there will be some customizations needed. Further there is also an option to exclude certain fields from getting cloned.

Once your free trial is over, you can visit Record Clone on IOTAP STORE to purchase it. If you have further questions, please write to us and we will assist you!

Record Clone or Record Copy - CRM 2011 and CRM 2013 - Free Trial has not been reviewed by any customers.

Submit A Review

The views and opinions submitted and expressed here are not those of Microsoft.

Screenshot 1 out of 1
Screenshot 1 out of 1