How to create “Recurring Maintenance Cases” when using @ZapObjects Copy / Clone Record App for Dynamics 365 Sales, Customer Service and Power Apps

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 “Recurring Cases” using Zap Copy Record App.

Let’s go through the use-case:

You offer Support services to your Customers. As a part of these services, you may be doing lot of routine tasks like server maintenance, system updates, testing. Most of these have to be done every month/quarter. Wouldn’t it be great to have each of these be created as Cases automatically on X day of every month? This way your support team will get reminded of these tasks and can also track their time spent against these cases.

This can now be easily achieved using Zap Copy Record App’s “Recurrence Copy” feature. You can create a Case which has all the information regarding these maintenance activities … and then set its “Copy Recurrence” settings.

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

Step 1: Open the required case record.
Step 2: From ribbon, click button “Set Copy Recurrence”
Step 3: Select the recurrence pattern (frequency, due date, start and end dates) and save!

Now, this case record will get automatically CLONED / COPIED every month.

Thus we can see that by using “Recurring Cases”, you can easily track your repeating support work without having to create a new case every time.

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.