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Click2Clone - Clone Dynamics 365 CRM Records

Click2Clone is a productivity app which enables users to clone/copy Dynamics 365 CRM records from any OOB as well as custom entities of Dynamics CRM to another record. With Click2Clone, users can now easily clone/copy related child records and create multiple copies of any given Dynamics 365 CRM record. By automating and simplifying the process of creating new records, Click2Clone significantly reduces the time spent on repetitive data entry and becomes a strategic enabler of business control and agility.

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Click2Clone - Clone Dynamics 365 CRM Records

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  1. Automate or Click to Clone records including related child records in a single click crm@inogic.com

  2. Key Features • Configurable • Easy to configure with the ability to select the fields to be carried over along with the prefix and suffix to be added for cloned records. • Automation • Ability to clone records with Workflow along with data update in new cloned record. • Deep Copy • Ability to carry over related records from 1:N & N:N relationships. • Copy to Another Entity Type • Copy details & relationships from one entity type record to another. • Set References • Store reference of the source record on the cloned record and vice versa. • Bulk Copy • Quickly clone multiple records at a time. • Define Criteria • Define rules for copying related entity records • Support Multiple copies • At a time create multiple copies of entity records with ease • Get Records • Copy only related records from another record. crm@inogic.com

  3. Available For • SUPPORTED VERSIONS • Microsoft Dynamics 365 8.2 & Above • Dataverse (Power Apps) • DEPLOYMENTS • On-Premises • Online crm@inogic.com

  4. Ease Of Access From Ribbon On Form and Entity Home Page crm@inogic.com

  5. Store References crm@inogic.com

  6. Bulk Copy crm@inogic.com

  7. Support Multiple Copies crm@inogic.com

  8. Copy to another record type Cloned Project Selected Opportunity crm@inogic.com

  9. Copy only related records from another record crm@inogic.com

  10. Automation and Update the Cloned record with Click2Clone Workflow crm@inogic.com

  11. Click2Clone Template Configuration crm@inogic.com

  12. Attribute/Relationships To Clone crm@inogic.com

  13. Supported Relationships Click2Clone Supports 1:N Relationships Click2Clone Supports N:N Relationships crm@inogic.com

  14. Next Steps • Learn more about Click2Clone today. • Get your free Click2Clone trialnow from our website or Microsoft AppSource! • Get started with Click2Clone Videos • Email: crm@inogic.com crm@inogic.com

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