Click2Clone is a productivity add-on for Microsoft Dynamics 365 which helps cloning functionality for custom and entity Records in Dynamics CRM/365. Click2Clone is designed to quickly creating a new record by copying/cloning Dynamics CRM record from an existing record thereby saving a lot of data entry time especially while creating repetitive records with same data.

 

Clone/Copy feature is currently available in some of the latest versions of Microsoft Dynamics CRM for a select set of entities, here we aim at making this available for most entities across the application.

 

This is ideal in scenarios where the concept of Template needs to be implemented where a single record is created as a Template record for later re-use by quickly copying over from it.

 

Available for

 

Microsoft Dynamics CRM: 2013 and above, Dynamics 365

 

Deployment: On-Premise, Online and Partner-hosted.

 

 

 

Salient Features

 

  • Offers the ability to clone system as well as a custom entity.
  • Easy to configure with the ability to select the fields to be carried over.
  • Allowed to carry over related records from 1:N and N:N relationship.
  • Quickly clone/copy multiple Dynamics CRM records at a time.

Pricing:

 

Click2Clone is available on a per user per month basis pricing. Special offers and volume discounting is available. Here, users refer to active Dynamics CRM users defined.

 

Contact Inogic today at crm@inogic.com, if you are curious to know more about Click2Clone.

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