Zap Copy Record
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!
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!)
Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version.
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 firstname.lastname@example.org if you have any questions.
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.
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.
Zap Copy Record FAQ
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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Copying or Cloning of records is one of the nifty features that doesn't exist in Dynamics 365 CRM out-of-box! How can Zap Object's - Copy Record App help? Using Zap Copy Record App you can [...]