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 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.