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clone Case and invoice record

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Posted on by 85

Dear guys

I want to clone from a record by workflow. How can I duplicate case or invoice record to decrease mistake rework?

  • Inogic Profile Picture
    Inogic 24,102 on at
    RE: clone Case and invoice record

    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:

    • Multiple Cloning of records
    • Bulk Cloning
    • Copy from one entity to another entity record
    • Create Child Templates and clone
    • Get Records, and many more.

     

    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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