yagasoft/dynamicscrm-clone

A CRM solution that allows creating templates to clone records in CRM using a button.

DynamicsCrm-Clone

(No longer maintained!)

Version: 3.1.1.1

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A CRM solution that allows creating templates to clone records in CRM using a button.

Features

• Build templates
  • Choose the fields to copy to the new record
  • Optionally, choose a field to flag the record as a clone
• Multiple templates for the same entity are displayed in a drop-down list

Guide

• Create a template in the Clone-Record Template entity
• Go to the entity view, select a record, and you will see the button appear

I will post a complete guide soon.

Dependencies

• Common.cs, CommonGeneric.js, and CrmSchema.js
  • Can be found in the DynamicsCrm-Libraries repository
• Generic Base solution (DynamicsCrm-BaseSolution)
• "Generic Base - App Ribbon" solution
• CRM Logger solution (DynamicsCrm-CrmLogger)

Changes

v3.1.1.1 (2019-02-27)

• Changed: moved to a new namespace

v2.1.2.1 (2018-10-01)

• Fixed: error on AJAX call

v2.1.1.1 (2018-09-06)

• Changed: cleaned the project of obsolete components

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Copyright © by Ahmed Elsawalhy (Yagasoft) -- GPL v3 Licence