Clone Dynamics 365 CRM Sales Order Records along with their Related Invoice Records!

Sales teams using Dynamics 365 CRM have to frequently create new sales orders and invoices based on existing ones. Manually replicating each sales order record, its related fields (products, price list, potential customer, etc.), and its related invoice records is time-consuming and prone to errors. Imagine having a tool that not only clones your primary… Read More »

The post Clone Dynamics 365 CRM Sales Order Records along with their Related Invoice Records! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.