Dynamics 365 CRM Apps
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Dynamics 365 CRM Apps
Inogic Productivity Apps
Maplytics
Alerts4Dynamics
Attach2Dynamics
Auto Tax Calculator
Click2Clone
What's New!
Installation
Getting Started
Configuration
Cloning a record
Copying from one entity record to another
Copy only Related Records
Set up template
Specify fields to copy
Automation
Features
How-to Guides
Uninstallation
FAQs
Click2Export
Click2Undo
InoLink
Kanban Board
Lead Assignment and Distribution Automation
Map My Relationships
Marketing4Dynamics
SharePoint Security Sync
Subscription and Recurring Billing Management
User Adoption Monitor
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Copy only Related Records
Here are the steps to copy related/associated child records to another record within the same entity.
After following the above steps, you will be able to copy related/associated child records to another record within the same entity using 'Get Records' function.
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Specify related records
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Set up template
Last modified 1yr ago
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