Duplicate CRM Records Instantly with Copy Record Set
Copy Record Set is a CRM add-on that allows users to duplicate Quotes, Orders, Invoices, and Cases in just two clicks—ideal for templates, repeat transactions, or correcting errors.
Rename copy record set - Clone a Record
Copy Record Set for Microsoft Dynamics CRM
Copy Record Set for Microsoft Dynamics CRM (On-Premise & Online) solves a frequent functional gap—duplicating transactional records. Whether recovering from errors or handling repetitive sales workflows, this add-on makes it easy to copy Quotes, Orders, Invoices, and Cases. With a simple click, users can clone any record (open or closed), rename it, and save—saving time and reducing errors across departments.
Benefits
Streamlines duplicate record creation for faster operations
Customizable for specific processes via overnight development options
Reduces manual entry errors in repeated transactions
Increases productivity for sales, finance, and support teams
Supports consistent data entry and template usage
Enables error recovery by copying and modifying prior records
Features
Revolutionize CRM Time Management: Manual to Auto Timers, Task-Level Overrides & Workflow Triggers
2-Click Copy
Select a record and click "Copy Record" to duplicate
Works with Key Entities
Supports Quotes, Orders, Invoices, and Cases
Supports Open & Closed States
Copy records regardless of status
Form Integration
Copy directly from the form command bar
View Integration
Copy from entity views for quicker action
Multiple Copy Functions
Includes four transaction-type copy buttons
Template-Based Processing
Ideal for reusing standard sales or service transactions
Custom Enhancements Available
Extend the copy button to trigger custom workflows or scripts
How It Works
Add Precision and Performance to
CRM Time Tracking
1.
Install Copy Record Set in your Dynamics CRM instance
2.
Open a Quote, Order, Invoice, or Case—or select it from a view
3.
Click the “Copy Record” button
4.
Rename and save the duplicated record
5.
Optionally, extend the button with a workflow or script for process automation
Pricing & Licensing
This is a one-time payment, not a recurring yearly or monthly fee
1st Year Maintenance Included
Annual 25% Maintenance Fee for
Upgrades, Enhancements & Support
Base Price
$499.00
Base per CRM Organization
Enabled User
$0.00
Per CRM Licensed/Enabled User
Downloads & Documentation
Get the latest solution packages, setup files, and detailed user manuals for all our Copy Record Set add-ons
Documentation
Note – Unzip files before uploading to CRM. For licensing, please email us with your company email signature.
Support &
Maintenance
At MTC CRM, our values are more than just words they guide every decision, every product, and every partnership.
Email-based or Live Web Installation & Usage Support
One Hour of 24/5 Implementation Support included
Annual maintenance covers all feature updates and customer support
Talk with our sales team to see how MTCCRM can fit your needs
- Explore the right solution to match your business vision
- Receive customized pricing that fits your needs
- Uncover smarter ways to align and streamline team workflows
For technical or billing support, visit our Help Center
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models
Contact Our Sales Team
Clone a Record (formerly Copy Record) – FAQ
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Which entities are supported for cloning?
Quotes, Orders, Invoices, and Cases are supported.
Can I clone records from any view?
Yes, the feature is accessible from views and form command bars.
Is cloning customizable?
Yes, MTC can provide workflow/script enhancements to customize cloning behavior.
Are all fields copied during clone?
Yes, all data fields including closed records are cloned.
Is licensing per organization or per user?
Licensing is per user with support for multiple instances.