Zap Copy Record

To request trial, please follow the below steps:

Step 1: Request solution file: Email to request solution file.
Please mention:
– Company Name:
– Contact Phone:
– Need Demo: Yes / No
– Requirements in brief:
You can expect a response within 1-business day. Please use only official email address for communication.

Step 2: Import the solution file.

Step 3: Activation of 15-day trial:
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)

Feel free to email if you have any questions.

Some areas of user-guide are password protected. Email from your official email address to request password.

Solution Version: [Latest]
Works with: PowerApps, Dynamics 365  v9
Dynamics 365 Supported Versions: This version supports Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online as well as On-Premise.
Release Date: July 01, 2020
Updates: Works with PowerApps too!

Solution Version: (built for 2016 / Dynamics 365 v8) 
Dynamics Supported Versions: This version supports CRM 2016 as well as Dynamics 365 (However Unified Interface Forms are not supported). Works for Dynamics 365 Online as well as On-Premise.
Release Date: Nov 01, 2019

Miscellaneous points:

  1. “Copy” button will show-up in entity form/grid, only when security role “Zap_CR_User” has been provided to the user (by default the button shows up for users with System Administrator role).
  2. Another point to note is that a configuration record (Zap_CR_Configuration) needs to be created for the entity in which the button needs to be shown. 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).



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