Tag Archives: Copy quote Dynamics CRM

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 »

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 »

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 »

Clone Multiple Quotes or Invoices in Dynamics 365 CRM in a One Click

In modern businesses, there is an unavoidable need of creating quotes or invoices in a small amount of time for new as well as existing customers. So organizations need to keep these quotes/invoices handy on time so that there won’t be any delay occurring in the business. Also, we can’t keep customers waiting for a… Read More »