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Microsoft Dynamics CRM Bulk Record Cloning July 2019

Microsoft Dynamics CRM Bulk Record Cloning July 2019. Record Cloning - Overview. Microsoft Dynamics 365 Microsoft Dynamics 365 v9.x. Online On-Premise Partner Hosted. Sales Service Marketing. Web Browser only. Supported Versions. Supported Deployments. Supported Modules.

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Microsoft Dynamics CRM Bulk Record Cloning July 2019

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  1. Microsoft Dynamics CRM Bulk Record Cloning July 2019

  2. Record Cloning - Overview • Microsoft Dynamics 365 • Microsoft Dynamics 365 v9.x • Online • On-Premise • Partner Hosted • Sales • Service • Marketing • Web Browser only Supported Versions Supported Deployments Supported Modules Supported Client What is Record Cloning Accelerator? Mindtree record cloning accelerator is a customized tool in Dynamics CRM through which user can clone CRM records from an existing record to a new record with related child records. This tool will allow users to clone single record at a time with associated child records

  3. Record Cloning Configuration

  4. Record Cloning – Features and Benefits Speed of execution Time saving Data Integrity Entity Type It maintains the accuracy and consistency of data over its entire life-cycle without manual intervention Reduces time and efforts of the CRM user to key in repeated information The clone feature reduces the manual record creation process Cloning supports both custom as well as customizable entities which are provided by OOTB. Error Logs Ease of Use Prefix/Suffix Apply Filters The clone feature has in-built capability to log errors while cloning if any and create task for Admin user Easy to configure the entities and fields which are required for cloning User has the option with prefix and suffix to be added for records which are cloned Allows users to apply filter based on Ownership, Status and Date Range

  5. Mindtree D365 CE cloning flow PerformCloning Import solution Import Master Data Configure the Entity to be Cloned • The process goes through 2 personas: • CRM Admin– Will perform the below actions: • Import the CRM solution • Import the Master data xml provided with the solution • Proceed with Configurations to enable CRM users to perform cloning. • CRM Users – Will perform the below actions: • Will select the record which is required to be cloned • Perform Cloning by Click of a button. Configure the Parent/Child entity to be Cloned CRM Administrator CRM User

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