Copy or Clone Records in Microsoft Dynamics CRM
Even though Microsoft Dynamics 365 CRM is packed with functionalities and features, there are a few gaps, which if overcome, could increase your CRM productivity and double the fun of working with it. One of such limitations is, repetition of work due to missing record-copying or cloning functionality! A record clone or record copy allows you to replicate any record (Lead, Account, Contact, Opportunity, Product, Quote, Order, and Invoice) in Microsoft Dynamics CRM 2011. You can just select the record you want to copy and hit ‘clone’ to clone or copy such entity along with its related entities and avoid reworking on a similar Quotation (along with its product lines), Order or Invoice record. Following is how you can Clone or Copy a custom record along with its related entities: Copying of Custom and their related entities: In order to copy Custom and their related entit...