Dynamics CRM: Clone Record

In Dynamics CRM sometime, we need to create copy of any record.

In other software like Sibel, Axapta, Navision have built in functionality to copy any record, but  Dynamics CRM lack of this.

Here I will demonstrate how you can copy any record of any entity on just single click.

For this you need to just import given solution. DownloadLink.

In my example I am taking Account for demo.

Demo:-

1. In below you can see a button name “CLONE” and owner is “Veronica Quek (Sample Data)”.

2.   When click on CLONE button it will start the process and you will see a loading screen.

        3. After creation of clone record. New record will display instead of older record. In below image owner is my name so it’s showing new record.

If you want to get this process you need to add custom button on your required entity need to call “CloneRecord” function of “$webresource:sav_/script/cloneRecord.js” Javascript library.

Limitation:-

1. This solution works only for current record. If you need to also clone its child record or notes etc. You need to extend this solution.

2. I am taking some fields which will not take participate in clone process.

          Below is excluded field list.

statecode|createdon|ticketnumber|ownerid|modifiedon|modifiedby|statuscode|owningbusinessunit|createdby|owninguser|address1_addressid|address2_addressid|address3_addressid.

Note:- If you found any error while cloning your record you might need to extend this field list.

Please share your feedback.