Duplicating of record is one of those nifty features that doesn’t exist in PowerApps / Microsoft Dynamics 365 for Sales / Customer Service out-of-the-box.

Using Zap Copy Record App you can Copy, Clone or Duplicate Records in single click!

This blog explains how we can configure Zap Copy Record App to convert Contact in to a Lead in a single click!

Dynamics 365 for Sales automatically creates New Contact record from emails received. Besides you can also use the Outlook plugin to create a new contact record from the received email.  Now if the email received was from a potential customer, then wouldn’t you would like to create a Lead too?

Well, there isn’t any out-of-box way to Clone / Copy a record from one Entity to Another… But this can be easily achieved using Zap Copy Record App.

Lets go through the steps on how this can be done using Zap Copy Record App:

Step 1: Open Zap Copy Record App and then create a new record for Zap CR Configuration.

Here select the source entity as “Contact” and target entity as “Lead”. Then save the record.

Step 2: Provide the field mappings between Contact and Lead record.

For example, in present scenario we would like to copy the following fields over from Contact to Lead:

Contact First Name => Lead First Name
Contact Last Name => Lead Last Name
Contact Email => Lead Email
Contact Company Name => Lead Company Name

Step 3: Select fields that need to be set with any default values.

Here you can set the default values for the fields of target entity.
e.g. Set Default Topic.

Now, we already had a configuration for Cloning of a Contact record…to this we added a new configuration of Cloning “Contact” to “Lead”.

So, when a user clicks on the “Copy” button in Contact form… a pop-up will be displayed asking the user to select if they want to Copy/Clone Contact record OR would like to create a Lead from this Contact.

Based on the selection, the record will automatically get copied over… and the user will be redirected to the newly created record.

Thus, we can see that its quite easy to Clone/ Duplicate records in Dynamics 365 Sales or Customer Service using Zap Copy Record App in just 1-Click…whether cloning the same record or record to another entity! Boost your productivity by saving time on Data-Entry!!