TopHeaderLeft
MTC MTC
0 Items
Cart Cart
TopHeaderRight
User details
Languages: English, Chinese
Hello Guest
User details
Copy Record Set for Dynamics 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 Record Set Document

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.

See Also:

Order Details
Copy Record Set Order

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:

Solution
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
ETL