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Dear guys
I want to clone from a record by workflow. How can I duplicate case or invoice record to decrease mistake rework?
Reading through your post, we'd suggest a tool called “Click2Clone” available on the Microsoft AppSource. This we thought could be of some help to you. This app helps you to Copy/Clone duplicate Dynamics 365 CRM records along with relationships. Also, using workflows you can clone the records in Click2Clone.
Below are a few key features of Click2Clone:
You can explore more about this from our website and further evaluate our solution from AppSource.
Once you install the Click2Clone solution, kindly refer to our docs for further evaluation.
Hope this helps!
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