Clone or Copy Bulk Records in Dynamics 365 CRM - Click2Clone

Click2Clone by Inogic is a powerful productivity app for Microsoft Dynamics 365 CRM and Dataverse (Power Apps) that lets you copy or clone records in just one click—including all related data, relationships, and hierarchical structures. It also enables deep copying of records for hierarchical relationships (1:N and N:N), including child and associated records. Click2Clone supports adding prefixes or suffixes to cloned records, ensuring each copy is uniquely identifiable.

Eliminate repetitive data entry, maintain accuracy, and save hours by cloning OOB (Out-of-the-Box) and custom entity records along with their related data. Whether you need to clone a single record or perform bulk cloning, Click2Clone makes the process seamless and efficient. Perfect for sales, service, and operations teams, it simplifies record duplication, boosts accuracy, and reduces manual input—freeing your team to focus on core business activities.

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

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Contact us at crm@inogic.com to get a complete demo from our technology experts.

Key Features & Benefits

• Clone Records Across Standard and Custom Entities: Easily copy records such as Opportunities, Quotes, Orders, Invoices, Cases, Leads, and custom entities in Microsoft Dynamics 365 CRM. Supports both Out-of-the-Box (OOB) and user-defined entities.
• Clone Records with Relationships and Line Items: Clone not just the main record, but also related data like Products, Activities, Notes, and Attachments, preserving 1:N and N:N relationships for complete data integrity.
• Deep Copy Hierarchical Records: Perform deep cloning of parent-child structures and multi-level relationships with full fidelity, ideal for replicating complex record hierarchies or templates.
• Bulk Record Cloning with Advanced Filters: Clone multiple records at once using bulk copy capabilities and filtering options—perfect for mass duplication tasks in sales, service, or operations.
• Customizable Naming for Cloned Records: Automatically apply a Prefix/Suffix to cloned records to easily identify and differentiate them from the source record.

To learn more about Click2Clone, visit our website, online docs, or video library.

Part of Inogic’s 1-Click Productivity Suite

• 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 an 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.

Explore Inogic’s suite of 15+ Microsoft Dynamics 365 CRM apps designed to boost productivity, efficiency, and user adoption. Our solutions cover a wide range of categories, including geospatial, omnichannel, file and storage management, data visualization, user adoption, productivity tools, and integration applications. Start your free trial today and discover how our apps can transform your Dynamics 365 CRM experience!