How to Create Duplicate Accounts and its Related Contacts/opportunities
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Sunday, July 29, 2012 7:57 AMCurrently we are having Few Accounts.We need to duplicate the existing records based on certain conditions at the same time we need to duplicate the existing contacts and opportunities for all those accounts. how to create duplicate records with less effort effectively.
All Replies
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Sunday, July 29, 2012 11:52 AM
There is no easy way. you need to create a custom code. It can be custom web app, using javascript or plugins. I will be do it using plugins.
This will give some starting point http://www.thuta.info/2010/06/clone-record-in-crm-using.html.
I hope this helps.
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
- Edited by Amreek Singh Sunday, July 29, 2012 11:53 AM
- Proposed As Answer by Amreek Singh Sunday, July 29, 2012 11:53 AM
