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Clone Record With Hierarchy
https://store-images.s-microsoft.com/image/apps.4038.3d0038bd-c6e1-4831-b174-618c40a35f17.7b54c0a5-050e-42ef-912a-42bf800f3d8d.6f0f1b43-c4f8-4aa8-8f4f-36c062a04198

Clone Record With Hierarchy

di LTIMindtree Limited

Versione di valutazione gratuita

Clone CRM record(s) in few clicks along with hierarchy

For any query related to this accelerator please write to: MSDynamics.CoE@mindtree.com

Brief Description:
Clone Record with Hierarchy Accelerator is a Microsoft Dynamics 365 CRM solution containing custom entities, attributes and processes. Deploy and configure it on CRM instance for using the cloning feature.

Benefits:
  • Can clone all entities (includes custom) apart from system entities like User, Team, Role etc.
  • Can clone all attributes (includes custom) apart from system attributes like createdon, modifiedby etc.
  • Records can be accessed for cloning as defined by CRM security (based on user roles assigned).
  • Clones (optional) the multiple child entity records to maintain the hierarchy.
  • Maintains data consistency without manual intervention
  • High speed of execution

Features:
  • Administrator screens for configuring entites for cloning.
  • Search feature provided for administrators to ease the configuration record creation.
    • Dates [From Date and To Date]
    • Owner
    • Status
  • Error Logging: Tasks with error information gets assigned to Administrator
Note: There needs to be only one entity configuration record available at all times.

In uno sguardo

https://store-images.s-microsoft.com/image/apps.49682.3d0038bd-c6e1-4831-b174-618c40a35f17.7b54c0a5-050e-42ef-912a-42bf800f3d8d.a2082e70-5630-436c-bf33-5a8c798fbf64
https://store-images.s-microsoft.com/image/apps.26855.3d0038bd-c6e1-4831-b174-618c40a35f17.7b54c0a5-050e-42ef-912a-42bf800f3d8d.9fc99777-1d8f-4eb0-9b8e-649c01e552f1
https://store-images.s-microsoft.com/image/apps.1918.3d0038bd-c6e1-4831-b174-618c40a35f17.7b54c0a5-050e-42ef-912a-42bf800f3d8d.7b0cacf3-fecb-467d-b5de-19897657fce5
https://store-images.s-microsoft.com/image/apps.36925.3d0038bd-c6e1-4831-b174-618c40a35f17.7b54c0a5-050e-42ef-912a-42bf800f3d8d.fb03fd58-cf92-49c2-a352-799c14fe9b86
https://store-images.s-microsoft.com/image/apps.59996.3d0038bd-c6e1-4831-b174-618c40a35f17.7b54c0a5-050e-42ef-912a-42bf800f3d8d.b9ebd813-0e22-497b-8f3a-32837c6a702d
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