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1-Click cloning of CRM records

Click2Clone

by Inogic

Solution Overview

According to recent surveys, even today, nearly 40% of employees using Dynamics 365 CRM spend a quarter of the week on manual, repetitive tasks! But by investing in robust and feasible automation apps like Click2Clone, organizations can easily improve team productivity and reduce their operating costs.

Click2Clone is a productivity app that enables users to clone/copy Dynamics 365 CRM records from any out-of-the-box, 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.

By using Click2Clone, users can easily bid goodbye to all the woes of manual repetitive data entry which often results in:

  • Inaccurate data
  • Loss of time and effort
  • High cost
  • Unproductive work
  • Potential financial and compliance issues

Details

Click on any of the drop-downs below for further information:

Key Features
  • Clone Custom and OOB Entities: Whether it is Quote, Order, or Invoice or any of your custom entity; with Click2Clone users can effortlessly clone/copy these records in Dynamics 365 CRM.
  • Copy relationship hierarchy: Supports cloning of related child records and its related records in the hierarchy.
  • Create multiple copies: At times we need to create multiple copies of a single record e.g. implementing an instalment processing design in CRM, users can avoid repeating the cloning process and create multiple copies of any OOB or Custom entity record with a single click at one go.
  • Copy from one entity to another: Your business process requires a record to be created in a different entity but the data for the same already exists in another entity e.g., create a project from opportunity, Click2Clone allows you to copy data from one entity to another with minimal effort.
  • Copy Related Records: Users can easily bring over child records from another existing record without having to manually add them again. Scenarios would be same line items required in a quote to be presented to a different customer.
  • Automation: Users can automate the cloning of records and create multiple copies of any given record with workflows.
Key Benefits
  • Reduce human errors leading to inaccuracies due to repetitive data entry
  • Reduce cost, time, and effort invested in daily manual tasks
  • Enhance user productivity leading to higher growth and returns

System Requirements
  • Supported versions: Dynamics 365 CE v8.2 and above and Dataverse.
  • Supported Deployment type: On-Premises & Online.
Solution Overview (5-minute video)
Click2Clone
Screenshots
Clone multiple records in one click
Create multiple copies of a single record
Copy related child records from one record to another

Useful Resources
Product Website

Pricing

Please contact us for pricing information.


About Inogic

Inogic, a Microsoft Gold Partner and leading Microsoft Dynamics ISV since 2007, has an exclusive focus on providing innovative apps and services for Microsoft’s Dynamics 365 CRM and Power Platform solution. Their innovative products (5-star rated Preferred Apps on Microsoft’s AppSource) and services help organizations enhance their Dynamics 365 CRM and Power Platform user experience, enabling them to transform their businesses and achieve a higher return on their CRM investment.

For more information, please visit: inogic.com