Clone A Record

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Microsoft Dynamics CRM / 365

Clone A Case Record :

Cloning is one of the methods which can reduce the time spent on data entry, particularly if the same case record data being entered is similar.

Cloning or Record Copying allows you to create a duplicate record with the same values as the parent record with just one click.

Solution as follows:

Ribbon Button will be visible on the  case form, Once Record is Saved , then Button will be visibled. If he click on the Button open a dialog, with message “Do You want to clone a a case Record” If he click Ok , It will Cloning the record.

flow – Button – click- Js pass Id to – Action InputParameter- Plugin Trigger – Create Case record.

Ribbon workbench Button as follows :-

11.JPG

Add the Button Command As Follows :-

Action – web resource and Function Name -“CallAction

12.JPG

Display Rule As…

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