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Is there Copy Functionality for Case Management. I would like to copy a case record
Hi,Currently, copy clone functionality is not present OOB.So, to achieve this we need to follow some custom approach Plugin, Workflow, JavaScript, Or Combination of them such as:1. Create Ribbon Button -> Add Script -> Call Action-> And Register Plugin on same action to create clone.
2. You can use Managed Solutions from any D365 partner company.
Also, based on need you can decide which approach to be used.Thanks,Pradeep.Please mark this as VERIFIED if it helps.
Hi Allied Modular,
If you want to achieve this without any code, you could install this plugin(Dynamics 365 Workflow Tools).
Download:https://github.com/demianrasko/Dynamics-365-Workflow-Tools/releases.
Docs: https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Clone%20Record.md
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