Manually duplicating records, copying related data, and recreating configurations in Dynamics 365 CRM isn’t just frustrating- it’s error-prone and slows everyone down. Whether you’re, A sales rep needing to quickly clone opportunities A support agent recreating standard case templates Or an admin replicating setups across multiple environments – You’ve probably thought, “There’s got to be… Read More »
Sales teams using Dynamics 365 CRM have to frequently create new sales orders and invoices based on existing ones. Manually replicating each sales order record, its related fields (products, price list, potential customer, etc.), and its related invoice records is time-consuming and prone to errors. Imagine having a tool that not only clones your primary… Read More »
Here are some reasons why we should forgo manual data entry and switch to Automation: Manual data entry often results in – Errors leading to inaccuracies High cost and wastage of time Disengagement among employees Potential financial issues Potential compliance issues But according to some surveys, even today nearly 40% of employees using Dynamics 365… Read More »
Inogic always tries to make Dynamics 365 more powerful and productive by developing new add-on solutions. Click2Clone is one of these productivity solutions, which is designed to quickly copy/clone Dynamics 365 CRM records, thus saving time and effort. Click2Clone offers to copy Dynamics 365 CRM records including the child records in Dynamics CRM and it… Read More »