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I had four entities such as entity1, entity2, entity3 and entity4. Entity2 and entity3 records are linked to entity1 records. entity4 records are linked to entity3. I need the functionality to clone one or more records of entity1 (need to clone some specified fields values only, not all values ) manually in CRM. Then, i need the functionality that it will automatically clone the related records of entity2 and entity3 (need to clone some specified fields values only, not all values ). Along with, i need the functionality that it will automatically clone the entity4 records.
example: Let entity1 records are named as A and B, entity2 records are named as C and D (which are linked to entity1 record A and B), entity3 records are named as E and F(which are linked to entity1 record A and B) and entity4 records are named as G and H(which are linked to entity3 record E and F).
First i need to clone the records A and B manually, that means, let A-clone and B-clone is created.
Then, i need, it will automatically create the clone records for related records also. That means, it will create C-clone and D-clone. It will also create E-clone and F-clone.
Then it will automatically create clone records for G and H also as G-clone and H-clone.
I know this is very complex. Please help me out of this problem.
You can make use of our 1 Click productivity app – Click2Clone - to clone/copy Dynamics 365 CRM records. This app will fulfill all your requirements.
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