Effortless – 1 Click to Copy/Clone Data Across Entities in Dynamics 365 CRM!

Businesses use Dynamics 365 as their CRM, but manually duplicating records can be time-consuming and prone to mistakes. Sales teams often spend hours copying details for repeat orders, updating pricing templates, or entering customer information—tasks that take time away from actually closing deals.

While Power Automate can help to clone records in Dynamics 356 CRM, it can be complicated to set up and doesn’t always work as smoothly as you’d like.

So, is there any solution that effectively addresses this issue?

The answer is…… Click2Clone – The app that takes out your headache in one click!

Click2Clone app by Inogic—a simple tool that makes copying records in Dynamics 365 CRM easier with just a click. Whether you need to clone records in Dynamics 365 individual records, duplicate in bulk, or copy across different entities, Click2Clone helps you save time, reduce errors, and focus on what really matters—growing your business. Let’s explore how it works and how it can make your CRM experience more efficient.

Why Click2Clone is the Right Option?

Click2Clone stands out compared to its alternatives for several reasons:

• Ease of Use: Click2Clone offers a user-friendly interface that simplifies the cloning process, making it accessible even for non-technical users.
• Deep Cloning: Unlike some alternatives, Click2Clone allows for deep cloning, which includes not just the main record but also all related child records and hierarchical relationships.
• Automation: Click2Clone supports automated workflows, enabling users to set up cloning processes that run automatically based on predefined rules.

Now that we know Click2Clone is the way to go, let’s see how to use it in the best way!

How to Clone Bulk Dynamics 365 Orders in Seconds?

When a business receives a new order similar to a previous one, instead of manually entering all the details, teams can use Click2Clone to create an exact copy of the order within Dynamics 365.

• Navigate to the Sales Hub and select the original order.
• Click on the Click2Clone button to generate a Dynamics 365 clone record instantly.
• All relevant details, including order items and pricing, are automatically copied, saving hours of manual work.
• The system even tags the original order as the source, making it easy to track and reference.

This significantly reduces confusion and streamlined the order processing.

So, Simple! Isn’t it?

Let’s dive in and uncover what’s packed inside the Click2Clone treasure chest!

How to Clone Multiple Dynamics 365 Records in One Go?

Teams often need to replicate multiple records (for example, Orders) at once. Take the customer service department, for example—they frequently handle recurring service requests and may need to duplicate multiple service case templates for various issues. Instead of individually copying each template, tools like Click2Clone allow them to copy multiple records in a single click.

• Select multiple pricing templates.
• Click on Click2Clone.
• Refresh the grid, and all new copies appear instantly.

Now, sales teams can focus more on closing deals rather than spending time on repetitive data entry.

How to Create Multiple Copies for Mass Orders?

Another handy feature for businesses is the ability to create multiple copies of a record. When a bulk order comes in requiring multiple variations of the same product, tools like Click2Clone allow teams to generate several copies of an order at once. With just a few simple configurations, teams can define:

• The number of copies needed
• Custom suffixes to differentiate them
• Whether they want to allow last-minute edits before cloning

This eliminated confusion and streamlined order processing significantly.

How to Copy CRM Records Across Entities?

Businesses often find Click2Clone helpful for moving data between different entities. For instance, when converting leads into customer profiles, the tool seamlessly clones records from Dynamics CRM without requiring re-entry of customer details. With a simple click, leads are transformed into fully detailed customer profiles, enhancing data accuracy and operational efficiency.

To copy data across entities using Click2Clone, follow these steps:

• Select the record(s) you want to copy.
• Click on the Click2Clone button.
• Configure the cloning options, such as the number of copies needed and custom suffixes to differentiate them.
• Click to generate the cloned records instantly

Conclusion

Click2Clone revolutionizes the way businesses handle data duplication in Dynamics 365 CRM. By providing a user-friendly interface, deep cloning capabilities, and automation features, Click2Clone ensures accurate and efficient data replication.

Curious about how Click2Clone can enhance your Microsoft Dynamics 365 CRM? Give it a test run before making a decision!

Take Click2Clone for a spin with our 15-day free trial now! Download the app from Inogic Website or Microsoft Appsource.

If you have any queries or want to schedule a demo? Reach us at crm@inogic.com.

The post Effortless – 1 Click to Copy/Clone Data Across Entities in Dynamics 365 CRM! appeared first on CRM Software Blog | Dynamics 365.