Clone\Copy “Contact” to create a “Lead” when using Dynamics 365 for Sales

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 a single click!

Traditionally we have been cloning / duplicating same type of record… eg. Cloning a “Contact” to create a duplicate “Contact”… so that we can easily update it with only the changed values… this way we don’t waste much time in data-entry. However, recently we received a requirement to Clone record from one table to another…

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

Business Scenario:
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 like to create a “Lead” too?

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 / Template.

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 (which is used to create a duplicate copy of “Contact”)…to this we added a new configuration for 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 table! Boost your productivity by saving time on Data-Entry!!

For more details, regarding Zap Copy Record App refer features page!

For list of all Zap Dynamics 365 Apps, check out: https://zapobjects.com/

Zap Recent Updates (Aug 2024)

1. Completely Revamped: Zap Attachment Viewer (with drag-and-drop) (v30.0.1.9): Now pin attachments to the top of list – when viewing attachments for Case / account etc. This way your users will not miss any important attachments. (link)

2. New Version Released: Zap PSA 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)!

3. New Version Released: Zap Helpdesk App (v68.0.1.9) :”Quick Response” feature added to Dynamics New Email Form – allowing agents to compose email faster by auto-populating recipients, subject & body. (link)

4. New Version Released: Zap Copy Record App (v 25.0.1.9):
– Now CLONE Field Service Work Orders in 1-Click (link)
– Now schedule a record to be CLONED at a later date e.g. creating recurring opportunities (link) ; creating recurring maintenance cases (link)

5. New Version Released: Zap Notifications App (v 55.0.1.9):
– Now generate even Push Notifications! (link)
– Send In-App Notification when User/s are mentioned in Timeline of any record (link)

6. New Version Released: Zap Report Scheduler App (v 36.0.1.9): 2 new monthly scheduling options added. e.g. schedule report for FIRST Monday of every month / Last Friday of every month / First of every month / Last date of every month etc (link)

7. 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.

8. New Version Released: Zap Calendar Pro (Team Calendar + Map Any Entity Data to Calendar):
– Display activities in Team Calendar – color-coded by Owner. (earlier you could display activities color-coded only by activity type).
– Ability to set any event (custom entity) as recurring.