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Hi wonderful Forum,
as mentioned above I am looking for a way to generally be able to clone records from said entities.
I am aware that this will probably need coding of some sort and would love if somebody could help me out with that ;)
Please ref the below blog/post:
first of all thank you for the quick response!
Though I am not quite sure where to implement this code.
(Ideally I'd like to use a ribbon workbench button to initiate the cloning process)
This is something we can surely help you with. Soluzione has developed various accounting connectors (Myob, XERO, QuickBooks)and has worked with clients who wanted to handle invoices, sales orders, and billing details. We would love to help you out with this issue.
For more details, you can visit our website: www.solzit.com/.../
Our 1 Click productivity app – Click2Clone - can help you to clone/copy Dynamics 365 CRM records from any OOB as well as custom entities.
Be it Opportunities, Quotes, Sales Orders or Invoices.
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