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Click2Clone

Inogic

1 Click solution to automate the cloning process of records with deep links in Dynamics 365

Click2Clone is the productivity add-on that helps the Microsoft Dynamics CRM users to clone and automate the process of cloning records. It accelerates repetitive data entry of similar records by allowing to copy an existing record along with its related records and present the record to user for further edits.

Click2Clone provides this 'Clone' feature for commonly used OOB entities as well as custom entities. Click2Clone is available for Microsoft Dynamics 2013 and above version. It supports all the Dynamics CRM Deployment model; On-Premises, Partner-Hosted and Online beginning CRM 2013.

Features

  • Supported Entities: Click2Clone offers the cloning for both system as well as custom entities.
  • 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: Ability to 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 other entity record.

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