Below are the steps that can be used to clone the record in MS CRM using a plugin.
- Configure a postimage with the attributes that should be copied in the new cloned record.
- Post image since the new cloned record should have the latest data of the record from which it was cloned.
- Write a plugin and create a new object with the name such as destination object. Assign postimage in the destination object.
- Call the service create method to create the destination object. This will be the cloned record.
- Point to be considered during the registration of the plugin
- Keep in mind the trigger criteria or the attribute on create or update of which you want to trigger this plugin.
- On create of the cloned record check if any background process, BPF, Business rule is also triggering or are configured. If yes then you need to take care of those scenarios.
**** Other details and code will be added soon…
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