How much time are you wasting on repetitive data entry? Clone or Copy Dynamics 365 CRM records in 1 Click!

In this day and age being stuck with repetitive data entry is a big NO! And with the number of apps available in the market for Dynamics 365 CRM/Power Apps users, it’s just a matter of choice.

So, which app to choose?

To help you with this dilemma, we are happy to give you a brief glimpse of what our 1 Click productivity app for Dynamics 365 CRM/Power Apps – Click2Clone – can do for you.

A Preferred App on Microsoft AppSource, Click2Clone is a productivity app to copy/clone Dynamics 365 CRM records along with related child records with just a single click.

Now let’s see how can Click2Clone help you with repetitive data entry in Dynamics 365 CRM/Power Apps.

Imagine a situation where you want to create an exact copy of an Order in Dynamics 365 CRM without any tedious manual work. Now if you have Click2Clone installed in your system, then you will be able to easily clone the record in Order entity with just few steps. The first step will be to create an appropriate template for cloning.

In the next step, you can select the fields from the list of attributes that you want to copy and save it.

After this, you can select the relationship from the list to copy the related records and save it.

Next, just go to the Child Template section and add a child template. This is to copy the related child records of that particular Order. Once again you will have to follow the above mentioned procedure – create a new template, select the attributes and relationships that you want to copy and save it.

Once this entire process is completed, just navigate to Order entity, open the record that you want to clone and click on ‘Click2Clone’ button.

And within few seconds an exact copy of the record will be created.

Amazing, isn’t it?

And this is just a glimpse. Click2Clone has so much more to offer such as, you can clone multiple records, create multiple copies of any record, clone record from one entity to another entity and so on.

Visit our website or Microsoft AppSource and find out for yourselves what more you can do with Click2Clone.

And do tell us about your findings at crm@inogic.com

Well, that’s not all, do check out our two other popular & Preferred 1 Click productivity apps for Dynamics 365 CRM/ Power Apps – Click2Export – 1 Click to Export Dynamics 365 Reports & Click2Undo – 1 Click to Undo and Restore Dynamics 365 CRM Records, it also allows to Undo History changes and changes in Bulk.

Until then – Bid Adieu to repetitive data entry!

Choose wisely!