Tag Archives: Clone Record Dynamics CRM

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 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 »

Control with Workflow how you want records Cloned in Dynamics CRM

Click2Clone your favorite app to clone Dynamics CRM records in 1 click new release has much more. In our last posts we read about the new feature to Clone Dynamics 365 CRM record with over 100 line items in a single click and in another post we read how we can now Clone Dynamics CRM… Read More »

In just one click – Clone Dynamics CRM data from any OOB or Custom Entity to another including its related child records!

In every business, there is a critical need to continuously automate to improve the efficiency and effectiveness of the process. Also, there is a never-ending innovation that takes place in every sector. Similarly at Inogic Innovation has no boundaries. In our last post, you must have read about the New Release of our Click2Clone solution… Read More »

Activate Click2Clone – One Click Solution to Clone Dynamics 365 CRM Records

Introduction: Click2Clone is one of our popular Dynamics 365 CRM Productivity App which assists you to clone your Dynamics 365 CRM records in a single click. Our solution supports Dynamics CRM version starting CRM2013 and all deployment models which means it doesn’t matter if you are on CRM Online, On-Premise or IFD you will very… Read More »

Deep Clone your choice of child records along with parent records in Dynamics 365 CRM

For a long time, there is an unavoidable need of creating multiple repetitive records with the same data in all types of businesses. Usually, Dynamics 365 users do it programmatically or manually. But both processes prove to be time-consuming as well as inefficient for creating these accurate records. Thus ending up spending productive time in… Read More »

Clone Dynamics CRM/365 Records Quickly Using Click2Clone!

Dynamics 365 users come across several such situations where they need to clone records or copy records. It can be done programmatically or manually but the whole process is time-consuming, and you will end up spending your productive time and efforts for cloning/copying Dynamics CRM records. Click2Clone comes to rescue in such situations and helps… Read More »