Zap Copy Record
Step 1: Download and install the solution file (links below) as per your Dynamics 365 CRM version.
Step 2: Browse to Settings >> Zap Apps and open Zap License. Register the profile online, to start 15-day trial. (Refer Licensing KB articles for more info)
Please note the following points:
- “Copy” button will show-up in entity form/grid, only when security role “Zap_CR_User” has been provided to the user (and necessary Zap_CR_Configuration record has been created).
- Zap_CR_Configuration records for common entities gets created automatically when you register the trial license. You can also create these records manually or click “Install Sample Data” button (in ribbon of Zap_CR_Configuration grid).
Feel free to email firstname.lastname@example.org for any questions.
Some areas of user-guide are password protected. Email email@example.com from your official email address to request password.
2016 / Dynamics 365 Online or On-Premise Download Solution
Release Date: 02-Nov-2018
Notes: Added Deep Copy feature