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Clone or Copy Dynamics 365 Records - Click2Clone

by Inogic

(26 ratings)

Copy/Clone Microsoft Dynamics 365 CRM records with deep links in single click with Click2Clone

Copy/Clone duplicate Microsoft Dynamics 365 CRM records along with relationships with Click2Clone. Avoid repetitive data entry by copying an existing record along with its related records. Deep clone records for hierarchal relationships. Add Prefix/Suffix to the cloned records to create unique names. Copy/Clone records of commonly used OOB and custom entities. Seamlessly create multiple copies of Microsoft Dynamics 365 CRM cloned records.

Click2Clone is available for Microsoft Dynamics 365 8.2 & above, Dataverse (Power Apps). It supports Dynamics 365 CRM On-Premises & Online.

To learn more about Click2Clone visit our website, online docs, or video library.
Contact us on crm@inogic.com to get a complete demo from our technology experts.

Features

  • Supported Entities: Click2Clone offers the cloning for both systems as well as custom entities like Quote, Order, Invoice, etc.
  • Configurable: Easy to configure templates to be used for copying. Ability to choose the fields and relationships to be copied over.
  • Related Records: Allows carrying over related records from 1:N and N:N relationships.
  • Automation: Clone the records and do the needful updates in the cloned record with the help of workflow.
  • Bulk Copy: Ability to clone multiple records in a single instance.
  • Set References: Store the references of source record on the cloned record and vice versa.
  • Copy from one entity to another entity record: Allows to copy the details from one entity record to another entity record along with child records.
  • Get Records: Copy relationships from Source to Target record of the same entity for existing records.
  • Set Rules: Choose simple or advanced Rule Mode to select records for cloning.
  • Child Templates: Copy/Clone child records specified in Child Templates for a particular entity.
  • Multiple Copies: Create multiple copies of any given record.

Start your 15-days FREE trial today! or click here to Get Quote as per your requirements!

Family members of 1-Click Productivity Apps:

  • Click2Export: Automate export of reports and document templates (Word, Excel, Email) from Microsoft Dynamics 365 CRM to PDF, Word, Excel, CSV or TIFF and send out as an email attachment. Set up automated schedule to export and email the reports as well.
  • Undo2Restore: Undo recent changes or past changes made to any Microsoft Dynamics 365 CRM records and restore deleted records in just one click.

Did you know Inogic has 15+ Preferred Apps on Microsoft AppSource categorized into Geo-Spatial App, Storage and Document Management Apps, User Adoption Apps, SaaS Management App, Productivity Apps, Visualization Apps, and Integration Apps. Download Free Trial to know how these apps can help you in enhancing your Microsoft Dynamics 365 CRM user experience!

At a glance

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https://store-images.s-microsoft.com/image/apps.9163.a0f3bd3d-c6b8-4753-b15c-6fd190192a70.7122a881-ac0c-4dba-b206-3287f5353eca.173228cf-f04f-43ab-ba83-c666590725ef
https://store-images.s-microsoft.com/image/apps.28646.a0f3bd3d-c6b8-4753-b15c-6fd190192a70.7122a881-ac0c-4dba-b206-3287f5353eca.78738b8e-014d-4653-b15d-b6c7132d403d
https://store-images.s-microsoft.com/image/apps.62177.a0f3bd3d-c6b8-4753-b15c-6fd190192a70.7122a881-ac0c-4dba-b206-3287f5353eca.5ec837d3-93c3-4059-a8b7-c26a94d08dc0
https://store-images.s-microsoft.com/image/apps.21840.a0f3bd3d-c6b8-4753-b15c-6fd190192a70.7122a881-ac0c-4dba-b206-3287f5353eca.555cd19a-b53d-41b7-b722-2ac2d1fa7394