The Power of Automation within Dynamics 365 CRM

By | July 8, 2018

Businesses generate terabytes of data every year, and that volume of data keeps on climbing exponentially as the companies grow. Business data is the driving force for the success of CRM systems like Dynamics CRM that helps businesses organize and analyze their business data. However, business data entry is usually done by people, and we as humans are prone to errors, and it is a time-consuming process.

The most common automation a business does can be seen in the form of lead generations from their websites. This kind of automation eliminates manual data entry, reduces errors and saves a lot of time.

Businesses still need to ensure that the throughput delivered by their employees are high and one way to ensure it is by eliminating mundane tasks like creating similar records in Dynamics CRM.

The time-consuming process of creating similar Dynamics CRM records

Most businesses prepare a standard template for how the records in Dynamics CRM should be created to maintain consistency throughout the organization.

For example, a business could have a standard format for how the leads should be created in Dynamics CRM but most of the time users might make manual errors while doing so!

Now the time wasted by 1 or 2 employees in mundane tasks like creating similar records repetitive might not sound much.

For example, if an employee takes 5 minutes every day for a repetitive task like similar record creation in Dynamics CRM, that employee would have wasted 100 minutes or 1.6 hours in a month, considering a month has on an average 20 working days. In a year, that employee would have wasted 1200 minutes or 20 hours. In five years that number would be 100 hours!

If your company has 100 employees, your business would have lost 10000 man-hours in five years!

Imagine what your business could have achieved if you could reduce that number! This is the compound effect that works in all areas of life, and employee throughput or productivity is no different!

Completely or partially automating the process of cloning Dynamics CRM records

A successful business is defined by the efficiency of their employees. Companies go to great lengths to ensure that their employees are efficient. This is where productivity apps come into the picture.

Productivity apps are designed to improve the efficiency of users, and there are a plethora of business productivity apps available, both standalone ones and for a robust platform like Dynamics CRM.

Business process automation using an app like Click2Clone within Dynamics CRM empowers an organization to reduce the time spent on manual tasks drastically and enables a tighter business control and agility.

Click2Clone is a productivity app for Dynamics 365 that allows the users to copy or clone Dynamics CRM records in few clicks. Click2Clone significantly reduces the time spent on manual data entry and enable an organization to maintain data sanctity with automation.

Click2Clone can be used to clone Dynamics CRM records on-demand with a click of a button or automate the creation of cloned records using a workflow! Click2Clone enables users to clone/copy Dynamics CRM records from any OOB as well as custom entities of Dynamics CRM to another including its related child records.

Click2Clone supports Dynamics CRM (2013 & above) On-Premises, Online, and Partner-hosted.

Get a free trial of Click2Clone from the Website or Microsoft AppSource today and experience the power of automation within Dynamics 365!