Can we clone Field Service “Work Orders”?
Yes. You can clone "Work Orders" along with its products, services, service tasks. Please note that the "Copy Templates" settings for Work Order are slightly different then those of [...]
Yes. You can clone "Work Orders" along with its products, services, service tasks. Please note that the "Copy Templates" settings for Work Order are slightly different then those of [...]
Yes, you can set a COPY Recurrence (ability to schedule a COPY for a future date) for a record using a Workflow or Power Automate Flow. For details, refer [...]
Yes, you can CLONE a record using a Workflow or Power Automate Flow. For details, refer blog: Use Power Automate Flow / Workflow to automatically create a Follow-up / [...]
Yes. You can set the date-time field of the newly cloned record with a default value. - To enter a static date... use format: mm/dd/yyyy - To enter a [...]
Yes, of course. There may be certain scenarios where there is a need to clone from 1 entity to another. Common examples could be: Cloning from Contact to a [...]
Copy Record App can clone record along with its child record. (e.g. Opportunity along with child: opportunity product). You will enable the "Deep Copy" feature when: You need to [...]
Let's consider an example: Suppose we need to Clone an "Account" along with its related child "Contacts". So you will need to create a "Copy Template" of "Account" as [...]
When using "Dynamics 365 from Phones" app, limited Calendar functionality is available. For example you can only create/edit following activities from mobile: Task, Phone Call, Appointment. For more information [...]
Yes, you could club data from multiple entities and show them in Calendar along with activities (which also is optional). When configuring Calendar, you can specify which all entity [...]
Yes, email reader is compatible with Dynamics 365 for Phones app too and displays emails in very user friendly readable format even on phones!