Category Archives: Click2Clone

1-Click to deep clone Dynamics 365 CRM records with hierarchical relationships

As Dynamics 365 CRM/PowerApps users have a continuous need to create duplicate records it eventually turns to be a hectic job tiring the workforce. Creating bulk of duplicate records not only is tiresome, but also at the same time takes up a lot of your productive time. A solution for this would be cloning similar… Read More »

Microsoft Preferred Dynamics 365 CRM Apps to explore at User Group Summit Booth 1331

September is over and we are now almost counting days or maybe hours for the User Group Summit starting October 15, it’s already a 2x exciting feeling to be at Summit booth 1331 this year. Developing innovative productivity apps, creating out of the box solutions, providing distinguished low-cost development services is what we do best.… Read More »

Install Apps from AppSource where tenant is split into Multiple Geo

Microsoft AppSource is a one-stop marketplace for various Dynamics 365 Business application needs. AppSource could be called as App Store, but for Dynamics 365 Business Applications. Recently, we came across a scenario, where a client was trying to install one of our products, but he couldn’t see his production environment in the instance picker. After… Read More »

Clone Relationships of same Entity for existing records within Dynamics 365 CRM using Click2Clone

Click2Clone is a powerful product to clone records in Dynamics 365 CRM. You can Clone records of One Entity to another Entity along with relationships, Set reference of the Source and Target record for both to identify each other, deep clone the records and many others. Till now, we were using Set References feature to… Read More »

Clone Dynamics 365 Work Order along with related records using Click2Clone

Work order is an entity which is mostly used by Dynamics 365 users as work order has information of what work needs to be done. It is used to coordinate and schedule resources and activities. It can be used for different types of work, such as installations, repairs, or preventive maintenance. A work order can… Read More »

Clone records of One Entity to another Entity along with relationship details in one click within Dynamics 365 CRM

Earlier organizations invested in different methodologies to retain customers without any cohesion. What did it cost – resources and financial burdens. Over the past few decades, CRM systems have cropped up at an unmatchable pace and adapted to the super-modern slick technology. Microsoft has been one of the earliest adopters of innovation and have maneuvered… Read More »

7 Amazing ways Click2Clone within Dynamics 365 CRM helps you build a powerful market presence

The productivity of an organization depends prominently on the efficiency of its employees. They form a crucial part of the business process by handling customer data and delivering services. For the employees to act promptly, they need to put lesser manual effort in data entry and find methods to handle their repetitive tasks effectively and… Read More »

Set Reference and Auto Update the cloned Dynamics CRM record using Click2Clone workflow Feature

Our new release of Click2Clone solution and its new features has been helping Dynamics CRM users save a lot of time. Originally, Click2Clone started with some basic features of cloning records in a simple manner. Eventually, we started getting requests for enhancement of advanced cloning features. With the help of valuable feedback and suggestions by… Read More »

Steps to Upgrade Click2Clone – One Click Solution to Clone Dynamics 365 CRM Records

Thank you for your feedback on the new Click2Clone release – Your favorite one click solution to Clone Dynamics 365 CRM records. We have been posting article about the new features that we have added to Clone Dynamics 365 CRM record with over 100 line items in a single click. In another post we have discussed on… Read More »