Special Edition Using® Microsoft® CRM

Clone Customization

Our next customization is a toolbar button that enables a user to make copies of records with the click of a button. The purpose of this clone feature is to expedite the process of entering multiple records at once when the records are all very similar to one another. For example, if we are manually building our product list and have many similar items we can use this functionality to quickly copy records so we can then make changes to the copied record.

Let's take a closer look at this customization. As with any other customization, it is necessary to make sure that the ISV Integration key in the web.config file is turned on. Next, we need to add the following line in the Entities section in the isv.config file to add the ...