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!

In the latest release (Nov 23) of Zap Copy Record App, we have added a new functionality called as “Copy Recurrence”. This allows you to automate COPY/CLONE of any record based on a defined recurrence pattern.

In this blog, we will show you how to create a “Recurring Opportunity” using Zap Copy Record App.

Let’s first go through the use-case: Renewal Opportunity:
You have sold an annual contract — at the point of winning the first sale, you already know there is an opportunity to renew the contract in a year’s time. “Copy Recurrence” gives you a quick and easy way to schedule the “Clone” of your original opportunity and put that back in your pipeline whenever the renewal is due.

Below would be the steps to create a “Recurring Opportunity”:

Step 1: Open the required opportunity record.
Step 2: From ribbon, click button “Set Copy Recurrence”
Step 3: Select the recurrence pattern and save!

Here we are selecting “Recurrence Type” as “Once” and “Start Date” as 11 months from now…

This opportunity record will automatically get CLONED / COPIED in 11 months and will be available in your sales pipeline! Your sales team will follow-up and then probably close this opportunity… and then have a newer recurrence set for getting this record cloned again in 11 months.

Another approach could be to have the Opportunity record be cloned automatically every year – X days prior to renewal date (until we cancel). As shown in below screenshot… we have set “Recur Every X Months” to 12, X days before due-date as 30…

With this automation set… the opportunity will get CLONED every year … 30 days prior to renewal.

This way the sales team can easily follow-up for renewals!!!

This blog is part of our series “Introducing Zap Copy Record App for Dynamics 365 Sales, Customer Service & Power Apps”.

Below are links for all blogs in this series:

Blog 1: How to Copy / Clone / Duplicate Records and its child records (up to N levels) in just 1-Click (link)
Blog 2: Bulk Clone Records in 1-Click (link)
Blog 3: Now Create Opportunity From Case – using Zap Copy Record App (link)
Blog 4: Clone\Copy Contact to create a Lead in 1-Click (link)
Blog 5: Would you like to create a “Recurring Opportunity”  (link)
Blog 6: How to create “Recurring Maintenance Cases”? (link)
Blog 7: Use Power Automate Flow / Workflow to create a Follow-up Opportunity by cloning an existing opportunity – based on whether it was Won or Lost (link)

For more information regarding Zap In-App Notifications Generator App or to take trial, refer: https://zapobjects.com/apps/zap-notifications/

Email support@zapobjects.com if you have any questions.

To view all Zap Apps, check-out: https://zapobjects.com/

Zap Recent Updates (Nov 2023)

1. New Version Released: Zap Copy Record App (v 25.0.1.9): Now schedule a record to be CLONED at a later date e.g. creating recurring opportunities; creating recurring maintenance cases (link)

2. New Version Released: Zap Report Scheduler App (v 33.0.1.9): Now automatically share the generated report download link to Teams channel. For details, refer blog: Automate the generation of Report and shared to Teams channel when using Zap Report Scheduler App (link)

3. New Version Released: Zap Email Parser App (v 33.3.1.9): Support for creating multiple parsing rules for same field. Example: Email address from within email body could be extracted by searching for labels: “Email:”, “Email Address:”, “E-Mail:” etc. Now you can create multiple parsing rules for same destination field.

4. New Version Released: Zap Helpdesk App (v44.1.1.9) :A super major version of Zap Helpdesk has now been released. Some of the new features are: Case History, Email Reply – with ability to include full email and portal history in all new responses to customer, dedicated notifications module with all standard set of notifications built-in, Email Commands, and many more!

5. New Version Released: Zap Calendar Pro (Team Calendar + Map Any Entity Data to Calendar): Now display activities in Team Calendar – color-coded by Owner. (earlier you could display activities color-coded only by activity type)

6. New Version Released: Zap Time Entry App (Track Time against Cases): Track and log time spent by support agents on cases directly from Case form (either using built in Timer functionality or manually add Start & End Times or duration)! The latest version provides automatic calculation of “Extended Price” based on Hourly/staff rates that have been configured in Contract.

7. Completely Revamped: Zap Attachment Viewer (with drag-and-drop): This release doubles the features available earlier!!! Some of them are Improved UI, gallery view, drag-and-drop, rename file names, delete attachments, attach to email, view attachments from related records etc.

For questions regarding any Zap App, email sales@zapobjects.com.