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Create Copies of a Record with One Click

Post Author: Joe D365 | March 15th, 2019

If you’ve ever needed to create a copy of a record within Dynamics 365, look no further than the latest add-on from PowerObjects! Indeed, PowerCopy will save loads of time by allowing users to create copies of records in Dynamics 365 with a single click. As with all of our PowerPack add-ons, you can give PowerCopy a free test drive. Check it out!

After importing the PowerCopy add-on and registering for your free, 30-day trial, you’ll want to do a few things:

First, set up a Copy Definition for the record you’d like to copy, so the tool knows which fields you’d like to copy from one record to the next.

powercopy

Next, add the PowerCopy web resource to the entity you’d like users to be able to create copies of.

powercopy

Lastly, assign the users security roles.

That’s it! Users can now create copies of a record with a single click. You can take a look at more of our PowerPack add-ons here.

Happy Dynamics 365’ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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