Clone\Copy Contact to create a Lead in 1-Click – when using @ZapObjects Copy Record App for Dynamics 365 for Sales, Customer Service & Power Apps

Scenario:
Dynamics 365 for Sales automatically creates New Contact record from emails received. Besides you can also use the Outlook plugin to create a new contact record from the received email.  Now if the email received was from a potential customer, then wouldn’t you like the ability to create a Lead too in 1-Click?

Well, there isn’t any out-of-box way to Clone / Copy a record from one table to Another… But this can be easily achieved using Zap Copy Record App.

Lets go through the steps on how this can be done using Zap Copy Record App:

Step 1: Open Zap Copy Record App and then create a new record for Zap CR Configuration.

Here select the source entity as “Contact” and target entity as “Lead”. Then save the record.

Step 2: Provide the field mappings between Contact and Lead record.

For example, in present scenario we would like to copy the following fields over from Contact to Lead:

Contact First Name => Lead First Name
Contact Last Name => Lead Last Name
Contact Email => Lead Email
Contact Company Name => Lead Company Name

Step 3: Select fields that need to be set with any default values.

Here you can set the default values for the fields of target entity.
e.g. Set Default Topic.

Now, we already had a configuration for Cloning of a Contact record…to this we added a new configuration of Cloning “Contact” to “Lead”.

So, when a user clicks on the “Copy” button in Contact form… a pop-up will be displayed asking the user to select if they want to Copy/Clone Contact record OR would like to create a Lead from this Contact.

Based on the selection, the record will automatically get copied over… and the user will be redirected to the newly created record.

Thus, we can see that its quite easy to Clone/ Duplicate records in Dynamics 365 Sales or Customer Service using Zap Copy Record App in just 1-Click…whether cloning the same record or record to another entity! Boost your productivity by saving time on Data-Entry!!

Zap Recent Updates (Sep 2023)

1. New Version Released: Zap Calendar Pro (Team Calendar + Map Any Entity Data to Calendar): Now display activities in Team Calendar – color-coded by Owner. (earlier you could display activities color-coded only by activity type)

2. New Version Released: Zap Copy Record App (v 23.0.1.9): Now Copy Record even from One Entity To Another (e.g. Copy Record from Case To Opportunity (link)

3. New Version Released: Zap In-App Notifications App (v 53.0.1.9): Support for sending In-App Notification when User/s are mentioned in Timeline of any record (link)

4. Completely Revamped: Zap Attachment Viewer (with drag-and-drop): This release doubles the features available earlier!!! Some of them are Improved UI, gallery view, drag-and-drop, rename file names, delete attachments, attach to email, view attachments from related records etc.

5. New Version Released: Zap PSA Time Entry App (Track Time against Cases): Track and log time spent by support agents on cases directly from Case form (either using built in Timer functionality or manually add Start & End Times or duration)! The latest version provides automatic calculation of “Extended Price” based on Hourly/staff rates that have been configured in Contract.

6. New Version Released: Zap Report Scheduler App (v 33.0.1.9): Now automatically share the generated report download link to Teams channel. For details, refer blog: Automate the generation of Report and shared to Teams channel when using Zap Report Scheduler App (link)

7. New Version Released: Zap Helpdesk App (v44.1.1.9) :A super major version of Zap Helpdesk has now been released. Some of the new features are: Case History, Email Reply – with ability to include full email and portal history in all new responses to customer, dedicated notifications module with all standard set of notifications built-in, Email Commands, and many more!