How to Instantly Copy Data Across Entities in Dynamics 365 CRM in 1 click!

Manually recreating similar records in Dynamics 365 CRM can be a tedious and error-prone process. Sales teams often spend hours copying data for repeat orders, pricing templates, or customer details—time that could be better spent closing deals. While Power Automate offers a way to duplicate records, it requires complex configurations and isn’t always efficient. In… Read More »

The post How to Instantly Copy Data Across Entities in Dynamics 365 CRM in 1 click! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.