PowerCopy
Quickly duplicate records in Dynamics 365 and control which field values are copied into the new record.
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With PowerCopy, you can duplicate a record or entity within Dynamics 365 with a single click. And the real benefit of this productivity add-on is it allows you to define customized copy configurations to ensure that only the fields whose values you want duplicated are populated in the new record. The other fields will remain blank. Here’s an example:

Consider the IT support professional who must create systems access requests for every new hire. In the Access Request Record, there are 28 fields – 26 of which are identical for all new hires. Only Name and ID Number are unique. Now, let’s say a group of 15 trainees are onboarded at once. With PowerCopy in place, IT just needs to:

  1. Complete a single Access Request Record, valuing all 28 fields.
  2. Set the copy configuration to duplicate the values of 26 fields, omitting only Name and ID Number.
  3. Copy the record 14 times (or perform a Dynamics 365 Bulk Copy).
  4. Go into all 14 new records and add the appropriate values to the Name and ID Number fields. The other 26 fields are already valued in each record.
  5. Enjoy the fact that 364 fields (14 records x 26 fields) did not require manual input!

Imagine the time savings in your own organization – and get started with PowerCopy now to immediately increase your productivity.

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Resources

Master Import Guide
Updating a PowerPack
PowerCopy Changelog
Importing a New PowerPack
 

The first step in getting started with any managed solution in Microsoft Dynamics CRM is to import the solution under the Solution section of CRM. To navigate to this section, you would simply go to Settings > Solutions > Select the Import button from the ribbon. This will prompt a dialog box that will walk you through the import process, which is shown below.

  1. To begin the import process navigate to Settings > Solutions in your CRM environment. 
  2. Click on the ‘Import’ icon. 
    IMPORTANT: If you do not have the proper security permissions to upload a solution you may need to contact your CRM Admin.
  3. “Browse” and select the PowerPack solution file that you have previously downloaded to your desktop, once the zip file is populated select “Next”.  
  4. The next screen will verify the details of the solution you are about to import, select “Next” to move on.
  5. On the next screen you will have to make sure that the “Enable any SDK message processing steps included in the solution” option is selected. Once this box is checked, select “Import” in the lower right corner. 
    IMPORTANT: If you do not select this checkbox the solution will not function properly.
  6. Once you have selected the import button a new dialog box will appear showing you a progress bar for the import. This step usually takes between 5–10 minutes, depending on the complexity of the solution. 
  7. Once the import has completed, you will see a screen with an overview of the import and components. Simply select close and move onto the registration process. 

Once the import has completed, double-click on the PowerPack solution you just imported from the solutions list in CRM. This will open the configuration screen of the PowerPack solution, where you can select if you'd like to register for a 30-day free trial or subscribe to the add-on.

Under the “General” section fill-in the required information, including your communication preferences, once you have completed the form select the “Submit” button which is located under the “Profile” tab of the form. 

In order to successfully register and use a PowerPack Solution you will need to agree to the terms of our License Agreement, Terms of Service and our Privacy Policy. Please note, declining the terms of use will stop all PowerPack functionality. 

Learn more about our updated Terms of Use.

Some PowerPacks require connections back to your CRM environment to process data from our cloud. If your PowerPack requires this connection, you’ll see fields for service user username and password. If that is the case, please input credentials of a user that has, at minimum, the Powerxxx Service User security role assigned. This security role includes the minimum level of access this user needs, in order for the add-on to function properly.

Note: This user cannot have two-factor, or multi-factor, authentication turned on. 

For information on using the solution please refer to the corresponding user guide.

Updating a PowerPack Solution

All of the add-ons are constantly being enhanced with awesome new features, so it's always a good idea for users to make sure their PowerPack add-on are up-to-date.

Updating an add-on is quick and easy! Simply follow these 5 steps:

  1. Download the latest solution .zip file from the respective PowerPack web page
  2. Log into CRM and navigate to Settings > Solutions
  3. Click Import and walk through the import steps. Remember to select the options to Overwrite Customizations and activate and processes upon re-import. If presented with the option to "Stage for update", leave the checkbox un-checked.
    Note: Choosing to Overwrite Customizations will only overwrite any back-end plugins that may have been updated since the previous version was installed.
  4. Once the import has completed navigate back to the solutions list and double click on the PowerPack you just imported to open the configuration. Here you may be asked to clean up the components of the solution. If prompted, select ok.
  5. Once the clean-up has completed, select Submit to re-sync your registration with the PowerObjects registration system and you are done!
PowerCopy Changelog

=== PowerCopy ===

Easily copy any (or all!) fields within a Dynamics 365 record into a different record with a single click.

== Changelog ==

Version: 2.0.0.0
Date: 9/17/2020

-Contains deprecated code changes (final version of PowerCopy)

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Version: 1.5.0.0
Date: 2/12/2020

-Updated PowerCopy model driven app with link to Customer Ideas Forum (User Voice).

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Version: 1.3.0.0
Date: 12/25/2019

-Users now have the ability to copy the related entity records. 

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Version: 1.2.0.90
Date: 9.9.2019

-Model-Driven App included in V9 solution. This will make it easier to use PowerCopy in the UCI. With this app, you will no longer need to add PowerPack components to the sitemap, as the PowerPacks will come with built in UCI navigation

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Version: 1.1.0.2016
Date: 8/19/2019

-Added prefix and suffix feature so that users can differentiate between the original and copied record

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Version: 1.0.9.90 & 1.0.9.2016
Date: 7/23/2019

-Enhancement: Created custom workflow activity that gives users the ability to select record/s from the view and start an on-demand workflow to copy bulk records

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Version: 1.0.8.90 & 1.0.8.2016
Date: 6.24.2019
-The generated record populates on a grid for both out of the box and custom entities.

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Version: 1.0.7.90 & 1.0.7.2016
Date: 4/29/2016

-Initial release of Dynamics 365 online UCI compatible version
-Added support tab in PowerCopy configuration page (powercopysolution/configuration/Support), which allows users to open a ticket directly from the solution and reduces the amount time for PowerPack pros to troubleshoot the bugs.
-Added missing warning icon in profile tab
-Fixed error popup message, that was appearing when users tried to create a new copy definition or opened the one that was already created.

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Version 1.0.6.2016
Date: 4/1/2019
-Fix: The entity optionset will not get locked if a duplicate copy definition already exists. Instead it will populate a friendly message, and will give the user the option to select a different entity.

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Version: 1.0.4.2016
Date: 3/4/2019
- Initial Release

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  • Help Desk and L1

    • Flexible Hours
    • L1 Troubleshooting
    • User Assistance Q&A
    • User Onboarding
    • Knowledge Base Maintenance
  • L2, L3, and Administrative

    • L2 and L3 Troubleshooting
    • CRM and AX Administration
    • Data Maintenance and Repair
    • Root Cause Analysis
    • Ticket Reduction Analysis
  • System Maintenance

    • Rollups, Updates, and Upgrades
    • IT Infrastructure Support Team
    • System Troubleshooting
    • Dynamics 365 Optimization
  • Change Requests

    • Release Management
    • Configuration Fixes
    • Code Fixes
    • Integration Fixes
    • Testing
    • Training
    • Deployments
  • Enhancement Requests

    • Roadmap Development
    • New Configurations
    • New Developments
    • New Integrations
    • Testing
    • Training

PowerPack Support

PowerObjects has a team of support engineers ready to help! Our PowerPack Pros are passionate about helping trial and subscribed users get the most out of their Add-ons.

User Guide

Learn more about using this PowerPack.

View User Guide

Ideas?

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