Copy Record Set

Copy Record Set

Copy Record Set for Microsoft Dynamics CRM and CRM Online is an add-in component developed to address...

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
Pricing & Ordering

$299.00

Base per CRM Organization

$0.00

Per CRM Licenced/Enabled User

Documentation
Download and License
Trial or production license request:
License Email Sales Help
Note - Unzip Downloaded file before upload to CRM
Full info - Company email signature pane identifying requester and company is required to receive license
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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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