Microsoft Dynamics CRM

{Zero code development}Clone CRM record with Dynamics CRM

Lets take example of Clone Contact.

First we need to create n:1 relationship on Contact record:

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Then we need to configure mappings:

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Now let us put this field on the form navigation and lookup on Contact form:

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Once you click Add New on Cloned contacts:

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You see, all fields are copied which were configured. Fill and save:

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Notice that source contact record is traceable through lookup(above the map). Happy cloning and hope it helps!

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