A CRM solution that allows creating templates to clone records in CRM using a button.
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README.md

README.md

DynamicsCrm-Clone

Join the chat at https://gitter.im/yagasoft/DynamicsCrm-Clone

Version: 2.1.2.1


A CRM solution that allows creating templates to clone records in CRM using a button.

Features

  • Build templates
    • Choose the fields to copy to the new record
    • Optionally, choose a field to flag the record as a clone
  • Multiple templates for the same entity are displayed in a drop-down list

Guide

  • Create a template in the Clone-Record Template entity
  • Go to the entity view, select a record, and you will see the button appear

I will post a complete guide soon.

Dependencies

  • Common.cs, CommonGeneric.js, and CrmSchema.js
    • Can be found in the DynamicsCrm-Libraries repository
  • Generic Base solution (DynamicsCrm-BaseSolution)
  • "Generic Base - App Ribbon" solution
  • CRM Logger solution (DynamicsCrm-CrmLogger)

Changes

v2.1.2.1 (2018-10-01)

  • Fixed: error on AJAX call

v2.1.1.1 (2018-09-06)

  • Changed: cleaned the project of obsolete components

Copyright © by Ahmed el-Sawalhy (Yagasoft) -- GPL v3 Licence