Copy Record Set for CRM

Overview

Copy Record Set for Microsoft Dynamics CRM 2011 and CRM Online is an add-in component developed to address the specific function gap where copying a transaction record solves error recovery or benefits repetitious processes. Copy can now be done with 2 clicks – selecting and clicking “Copy Record”. Includes One (1) Hour of 24/5 implementation support.

Copy a selected record in Views in Microsoft CRM’s Quote, Order, Invoice, and Case entity or on form function bar to create a copy to name new and save. Copies a record in any state - open or closed.

Great for template-based sales processes or repetitive orders or multiple invoice dates.

A complete set of 4 copy solution function buttons for common transactions in CRM business processes. Ease the process of creating duplicating transactions and reducing the probabilities of any error occurrence.

Documents

Copy a selected record in Views in Microsoft CRM’s Quote, Order, Invoice, and Case entity function bar to create a copy to name new and save. Copies a record in any state - open or closed. Great for template-based sales processes or repetitive orders or multiple invoice dates. A complete set of 4 copy solution function buttons for common transactions in CRM business processes. Ease the process of creating duplicating transactions and reducing the probabilities of any error occurrence.

Copy Record Set for Microsoft Dynamics CRM 2011 and CRM Online is an add-in component developed to address the specific function gap where copying a transaction record solves error recovery or benefits repetitious processes. Copy can now be done with 2 clicks – selecting and clicking “Copy Record”. Includes One (1) Hour of 24/5 implementation support.

Per CRM Organization: $299

Solution

Version:	1.0
Filesize:	2.2MB

Copy a selected record in Views in Microsoft CRM’s Quote, Order, Invoice, and Case entity function bar to create a copy to name new and save. Copies a record in any state - open or closed. Great for template-based sales processes or repetitive orders or multiple invoice dates. A complete set of 4 copy solution function buttons for common transactions in CRM business processes. Ease the process of creating duplicating transactions and reducing the probabilities of any error occurrence.

15 days Trail Download

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