When you install PowerCopy, you will notice that a PowerPack tile and PowerCopy subarea have been added to the sitemap. This gives you a quick way to access or view definitions and copied record requests.
Every user who needs to be able to copy records, will need one of the PowerCopy security roles assigned to them. You will also need to have “create” permissions for the entity you’re going to be copying, in order to be able to copy records.
There are two different security roles – PowerCopy Admin and PowerCopy User. The PowerCopy Admin will need to be assigned to anyone who should create copy definitions. The PowerCopy User role will need to be assigned to every user who needs the ability to copy a record.
To use PowerCopy, you will need to perform two separate configuration steps.
First, you will need to add the PowerCopy web resource to each entity form that you’d like to copy. To do this, you will begin by opening the form editor on the entity form (only system administrators or system customizers will be able to edit the form). Once you have the form editor open, click on the insert tab, and then click on “web resource”.
Choose the web resource “pocpy_/powercopy.html”.
Note: If you want to display the label on the form (ie “PowerCopy”) check the box “Display label on the Form. Otherwise, checking this box is not required.
Click on “ok” and remember to save and publish.
Once the web resource has been added to the form, you will want to create a copy definition. This is where you define which fields on the entity you’d like to copy to the new record. Navigate to PowerPack > Copy Definition. To create a new definition, click on “New.”
Note: Currently, only one copy definition is allowed per entity.
Once you have the PowerCopy definition page open, select the target entity you are creating a definition for.
Then, add the fields you would like to copy from one record to the next by dragging and dropping individual fields over to the attributes box, or select multiple attributes and click “Add.”
Once you select an attribute, it will disappear from the list of attributes on the right. This will indicate that the attribute has already been added to the definition on the left.
To remove an attribute, simply click on the “x” to the right of the attribute.
Once you’re happy with the attributes on the record, make sure to save and close.
Note: Currently PowerCopy will not copy related records, but we hope to add this to a future version of the solution.
Copying a Record
Once you’ve created a PowerCopy definition for an entity, you will be able to copy a record in that entity. Navigate back to the record you’d like to copy and open it. You can click on view definition to make any edits to the existing definition from this window, or, to copy the record, simply click on “Copy.”
Once you click on “copy” you will see a handful of fields including the created-on date, the completed-on date, the status, the generated record, who it was generated by, and if there was an error. You will see the status change from “in-progress” to “completed” when the record has successfully been copied.
To open the copied record, click on the hyperlink in the Generated Record column.
You can delete a copy request by selecting the copy request record and clicking on the delete button. This will only delete the copy request, it will not delete the actual copied record. To delete the actual record, you would need to navigate to the record, and delete from there.
Using PowerCopy in new UCI
PowerCopy is compatible with the Dynamics 365 online UCI. Make sure you have the UCI compatible version downloaded from our website and installed in your CRM.
Once you have PowerCopy installed you can to add it to your sitemap, along with the entities and web resources the solution provides by editing an app and adding the components in your app designer.
To uninstall PowerCopy, you will need to remove the web resource from any forms you’ve added it to. You’ll also need to delete any Copy Definitions that have been created. Then, delete the solution by navigating to Settings > Solutions > Select the PowerCopy solution and delete.
Any records that were created by using PowerCopy will not be deleted when you uninstall the solution.