If you’ve ever needed to create a copy of a record within Dynamics 365, look no further than the latest add-on from PowerObjects! Indeed, PowerCopy will save loads of time by allowing users to create copies of records in Dynamics 365 with a single click. As with all of our PowerPack add-ons, you can give PowerCopy a free test drive. Check it out!
First, set up a Copy Definition for the record you’d like to copy, so the tool knows which fields you’d like to copy from one record to the next.
Next, add the PowerCopy web resource to the entity you’d like users to be able to create copies of.
Lastly, assign the users security roles.
That’s it! Users can now create copies of a record with a single click. You can take a look at more of our PowerPack add-ons here.
Happy Dynamics 365’ing!