Zap Copy Record2018-09-01T19:19:36+00:00

Zap Copy Record

Copy / Clone / Duplicate records in Dynamics 365 CRM in a single click! Save time on data-entry!

Duplicating of record is one of those nifty features that doesn’t exist in Microsoft Dynamics 365 CRM out-of-the-box. Using Zap Copy Record App you can copy, clone or duplicate record in single click!

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Product Features

  • Easy configuration – Very simple configuration section with ability to install sample data to get started fast!

  • Ability to copy related records (1..N, N..N) (eg Quote along with Quote products or Account along with notes)

  • Option to exclude certain fields from getting copied

  • Configure the prefix for the copied record

  • Supports system as well as Custom entities

  • Supports even Unified Interface forms

  • Fully configurable – Copy button will automatically show up in the entity form ribbion based on configuration and security role (no need for any manual customizations to add form button!)

General FAQ

Can I trial Zap Apps?2018-04-19T17:08:07+00:00

Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version.

How do I start trial?2018-05-16T18:39:54+00:00

Download and install the app solution file. Browse to Zap Apps >> Zap License to open the license registeration page (Refresh the page, if “Zap Apps” is not visible in sitemap). Fill-in the details and click “Register” button.

This will automatically start your 15-day trial. Feel free to email support@zapobjects.com if you have any questions.

How do I purhcase a Zap App?2018-04-19T17:10:23+00:00

You can purhcase any of Zap Apps from our online store. If you have already taken the trial then just let us know your CRM organization name and we will activate the trial to paid license online (no need to uninstall and reinstall the solution).
If you have not yet installed the solution in production then proceed with installation and registeration… once done let us know the CRM organization name.

How do I find number of enabled CRM Users?2018-04-19T17:08:36+00:00

All our apps are licensed by user-tier which is based on the total number of enabled CRM Users. To find the enabled CRM users, browse to Settings >> Security >> Users and change the view to Enabled Users.

How do I get license for free Zap Apps?2018-04-19T17:10:40+00:00

Zap Objects offers few apps as free for commercial use. In-order to get your free license, register the license profile online. (Refer licensing KB articles for more info)

Zap Copy Record FAQ

Can “Copy Record” App create a copy of record having multiple child records (eg Opportunity with “Opportunity Products” as well as “Notes”)?2018-09-01T19:21:27+00:00

Yes, “Copy Record” app can create a copy of record along with its multiple child records. You can select multiple 1..N child relationship when creating Zap_CR_Configuration record for an entity.

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