In the final installment of this four-part blog series, we discuss why it's important for Financial Services organizations to stay agile.
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:
Imagine the time savings in your own organization – and get started with PowerCopy now to immediately increase your productivity.
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.
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.
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:
=== 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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