Clone or Duplicate Marketing Lists in Dynamics 365 CRM in 1-Click with Record Clone

How many times has the need to duplicate specific lists come up? Record copying in Microsoft Dynamics 365 is not a function that inherently exists even though the need is always there. Manually copying list data is not only a drain on resources and time but also leaves huge room for human error which can be difficult to even locate, let alone go in and fix.

Work 365’s Record Clone app, an add-on for Dynamics 365, allows for one-click duplication of entire marketing lists which you can then modify or customize however you wish and save as a new file.

Work 365 Clone App can be configured for any out-of-box entity as well as Custom entities. 

Below are the steps needed for cloning a Dynamic marketing list in Dynamics 365 CRM:

Step 1: Configure the lists or records for cloning: This is just a one-time setup step. Please note that only dynamic marketing lists are supported and not static.



Step 2: Click Clone button!

Here is a Dynamic marketing list of all enterprise customers for the Report Scheduler app whose territory is Europe; this list can easily be cloned to create another marketing list for customers based in the US



 Would Love to hear any feedback or queries reach me at skarri@work365apps.com

Feel free to visit our blogs

Comments

Post a Comment

Popular posts from this blog

Report Scheduler - Let Your CRM Data Talk To You

Image
Report Scheduler When it comes to Microsoft Dynamics CRM, the most common pain points are user adoption and reporting. The inability to automate the delivery of actionable, relevant data on a regular schedule requires average users to be experts. Regardless of whether you use Dynamics as a sales manager, a finance professional, or an IT administrator, you’re likely to have encountered this frustration at some point. With the growing importance of “big data”, the need for on-time delivery of reports – as opposed to digging for specific data points – is that much greater. The  Report Scheduler   Add-On for Microsoft Dynamics  enables  easy scheduling of CRM reports , letting you automatically send CRM data to colleagues (including non-CRM users) or recipients that are outside your organization. Senior-level managers often rely on data-driven reports and dashboards to provide a quick snapshot of progress for a given time period. The out-of-the-box solution for Dyn
Read more

How Dynamics CRM Report Scheduler Works for You (Even When You’re Not Working)

Image
The out-of-box solution that is Microsoft Dynamics 365 CRM can be somewhat cumbersome when it comes to regular reporting, especially for someone who is a technology novice. Luckily, the features of Report Scheduler for MS Dynamics have been built specifically to address the pain points of regular data reporting experienced by any Dynamics 365 CRM user. Perhaps most importantly, Report Scheduler can automate your regular processes and eliminate the need for manual data dumps regardless of your function. Let’s take a look at a few examples:  Sales If there’s one thing that sales teams hate,  it’s being asked to take time away from actual sales activities and spend it on administration. Report Scheduler for Microsoft Dynamics 365 CRM can be a sales person’s best friend by using your own internal categories – lead source, creation date, lead status, and others – to create an automated report to deliver a list of new leads to your inbox every morning. Your sales staff can re
Read more

What You’re Missing by Not Using Report Scheduler for Microsoft Dynamics 365

Image
Let your CRM data talk to you When it comes to Microsoft Dynamics CRM, the most common pain points are user adoption and reporting. The inability to automate the delivery of actionable, relevant data on a regular schedule requires average users to be experts. Regardless of whether you use Dynamics as a sales manager, a finance professional, or an IT administrator, you’re likely to have encountered this frustration at some point. With the growing importance of “big data”, the need for on-time delivery of reports – as opposed to digging for specific data points – is that much greater.                   Report Scheduler Add-On for Microsoft Dynamics   It enables easy scheduling of CRM reports, letting you automatically send CRM data to colleagues (including non-CRM users) or recipients that are outside your organization. Senior-level managers often rely on data-driven reports and dashboards to provide a quick snapshot of progress for a given time period. The out-of-the-bo
Read more