5 Reasons Why You Need Automated Record Cloning in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM can help you streamline your sales process and boost your sales performance. However, some of the repetitive tasks, like creating and updating CRM records, take away their time from selling.

Almost 40% of employees spend a quarter of their work week on repetitive tasks like manual data entry. Mundane tasks like this give rise to boredom, slow user adoption rates, a lack of motivation, and human error.

What you need here is automation.

• Almost 70% of employees say automation is most useful in reducing repetitive tasks.
• 55% of employees want to eliminate human error by automating manual data entry.

Many organizations do not have in-house Dynamics 365 CRM experts who can customize it for them, and hiring them can be expensive. What you need is a utility app that can be configured as per your use case and fit perfectly inside your CRM without any hindrance. This is where Click2Clone, a 1 click productivity app by Inogic, comes in.

Click2Clone is a 5-star rated Microsoft AppSource preferred app for automatically cloning records and their child records in Dynamics 365 CRM sales, marketing, customer service, and field service. The app lets you deep-clone CRM records (OOB or Custom) for hierarchal relationships, clone multiple records with just 1 click, and much more.

With Click2Clone, your sales team won’t have to manually create similar records again and again. This way, they can save time and effort and focus on closing more deals.

Click2Clone offers a range of benefits that enhance productivity and data consistency. In this blog, we’ll explore the top 5 benefits of using Click2Clone to automatically clone Dynamics 365 CRM entity records:

1. Time Savings and Increased Productivity

Manual data entry and record duplication are not only time-consuming but also prone to errors. With Click2Clone, the process of duplicating entity records is streamlined and automated. This means that your sales team can avoid the repetitive and tedious task of copying and pasting data, thereby freeing up valuable time to focus on core activities leading to increased overall productivity.

2. Data Consistency

When it comes to copying data manually, maintaining data consistency is a challenge for any organization. Click2Clone ensures that cloned records carry over accurate and consistent data, reducing the risk of discrepancies. Whether it’s accounts, contacts, leads, opportunities, invoices, or quotes, the cloned records remain trustworthy replicas of the originals, enhancing the quality and reliability of your CRM database. It also gives the provision to add suffixes/prefixes to keep the cloned records distinguishable.

3. Preservation of Record Relationships

When cloning entity records, it’s essential to maintain the relationships and connections associated with those records. Click2Clone excels in this aspect by retaining the hierarchical relationships and associations between cloned records and their related entities. This preservation of record relationships ensures that the context and history of each record are preserved, allowing for a seamless continuation of business processes.

4. Customizability and Flexibility

No two organizations use Dynamics 365 CRM in the exact same way. Click2Clone understands this diversity and offers a high degree of customization. You can configure the cloning process to suit your specific business needs. Whether it’s selecting which fields to copy, defining default values for cloned records, or even creating entirely new workflows triggered by the cloning process, Click2Clone empowers you to tailor the cloning process to your unique requirements. And if you need any help with customizations, Inogic’s experts are just an email away.

5. Reduced Training and Human Error

Complex data cloning procedures like bulk cloning often require specialized knowledge and training. By automating the cloning process using Click2Clone, you can significantly reduce the need for extensive training. Moreover, the risk of human errors, such as accidentally omitting crucial data or entering incorrect information, is greatly minimized. This automation contributes to maintaining the accuracy and integrity of your CRM data.

Conclusion

In conclusion, by automating the process of cloning entity records, organizations can help their Dynamics 365 CRM users save time, ensure data consistency, preserve relationships and history, customize the cloning process, and mitigate the risks associated with manual data entry.

No matter if you’re a small or large enterprise, if you are seeking to automate your processes and enhance customer relationship management with Dynamics 365 CRM, Click2Clone is your go-to app.

To check out the useful features of Click2Clone extensively, visit our online help site.

If you want to experience the app and its features before making a purchase, then no worries, you can get the app for a 15-day free trial from our website or Microsoft AppSource.

To ask us any doubts related to our app and its functionalities or request a free personalized demo of the app, you may feel free to mail us at crm@inogic.com.

Embrace the power of automation with Click2Clone to elevate your Dynamics 365 CRM experience and boost sales revenue.

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