Copy Record Set

Copy Record Set
For Microsoft Dynamics CRM

Overview

Copy Record Set for Microsoft Dynamics CRM 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 CRMs 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.

is a value-priced Fix to common process problems ...

Have MTC generate custom workflows or scripts to enhance your specific process functionality from the "Copy" button -Ask for a low firm bid and over-night delivery. www.MTCCRM.com/MTC_Services.pdf
OEM and custom development available from MTC to support unique needs

Screenshots
Copy Record Set ScreenshotsCopy Record Set ScreenshotsCopy Record Set ScreenshotsCopy Record Set Screenshots
MTC's CRM product licensing includes at no-charge a maximum of 2 non-production instance of CRM for the purposes of Development and Staging/Test. Provide these additional CRM Organization names by email to SalesTeam@mtccrm.com
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Trial or production license request:
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Note - Unzip Downloaded file before upload to CRM
Full info - Company email signature pane identifying requester and company is required to receive license
Pricing
Base Per CRM Organization
+ Per CRM Licenced/Enabled User
Opition
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