{"id":14569,"date":"2019-02-16T12:00:28","date_gmt":"2019-02-16T12:00:28","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?page_id=14569"},"modified":"2020-01-14T12:07:47","modified_gmt":"2020-01-14T12:07:47","slug":"install-click2clone-dynamics-365-crm","status":"publish","type":"page","link":"https:\/\/www.inogic.com\/blog\/install-click2clone-dynamics-365-crm\/","title":{"rendered":"Install Click2Clone in Dynamics CRM"},"content":{"rendered":"<p style=\"text-align: justify;\">Click2Clone is a productivity tool designed specifically to Clone Dynamics 365 CRM records to save duplicate data entry and the number of clicks. Using Click2Clone, deep cloning can be done on both OOB and Custom Entity child records which makes it a powerful tool. It also does one Entity to another Entity cloning along with the relationships. This task of automating cloning expedites the entire business process and makes you a strategic enabler of business agility.<\/p>\n<p style=\"text-align: justify;\">To derive the optimum functionality out of Dynamics 365 CRM install this solution and explore its features. In order to use the solution you need to import it first and then activate the license. In this blog we will cover how to import the solution.<\/p>\n<p>Below are the steps how to import and install Click2Clone:<\/p>\n<p><strong>1<\/strong>. Go to <strong>Gear Icon -&gt; Advanced Settings -&gt; Settings -&gt; Solutions<\/strong><strong>\u00a0<\/strong>for UCI, or Navigate to <strong>Settings -&gt; Solutions<\/strong> for Classic UI, then click on <strong>Import.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-18566\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-13.png\" alt=\"\" width=\"1352\" height=\"281\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-13.png 1352w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-13-300x62.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-13-768x160.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-13-1024x213.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-13-660x137.png 660w\" sizes=\"(max-width: 1352px) 100vw, 1352px\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14564\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/1Install-Click2Clone-in-Dynamics-CRM.png\" alt=\"Install Click2Clone in Dynamics CRM\" width=\"1120\" height=\"211\" \/><\/p>\n<p><strong>2<\/strong>. Browse for the zipped <strong>Managed<\/strong> solution in the location where you have placed it.<\/p>\n<p style=\"padding-left: 160px;\"><img decoding=\"async\" class=\"size-full wp-image-18458 alignnone\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-2.png\" alt=\"\" width=\"676\" height=\"513\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-2.png 676w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-2-300x228.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-2-660x501.png 660w\" sizes=\"(max-width: 676px) 100vw, 676px\" \/><\/p>\n<p><strong>3<\/strong>.\u00a0While importing the Solution, check <strong>\u2018Enable any SDK message processing steps included in the solution\u2019<\/strong> as shown in the screenshot below.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14566\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/3Install-Click2Clone-in-Dynamics-CRM.png\" alt=\"Install Click2Clone in Dynamics CRM\" width=\"1120\" height=\"245\" \/><\/p>\n<p><strong>4<\/strong>. After importing Click2Clone will be available in the solutions window.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-18459\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/2-1.png\" alt=\"\" width=\"1127\" height=\"206\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/2-1.png 1127w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/2-1-300x55.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/2-1-768x140.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/2-1-1024x187.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/2-1-660x121.png 660w\" sizes=\"(max-width: 1127px) 100vw, 1127px\" \/><\/p>\n<p><strong>5<\/strong>. Click2Clone can be viewed under <strong>Apps.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-18574\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-15.png\" alt=\"\" width=\"1350\" height=\"432\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-15.png 1350w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-15-300x96.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-15-768x246.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-15-1024x328.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-15-660x211.png 660w\" sizes=\"(max-width: 1350px) 100vw, 1350px\" \/><\/p>\n<p>As you can see now Click2Clone is available for exploring.<\/p>\n<p style=\"text-align: justify;\">Once you are done installing the solution in your environment the next step would be to <a href=\"https:\/\/www.inogic.com\/blog\/click2clone-infocentre\/ciick2clone-license-registration\/\" target=\"_blank\" rel=\"noopener noreferrer\">activate the license and configure<\/a>.<\/p>\n<p>For a demo, enquiry or suggestion mail at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a><\/p>\n<p>Go back to <a href=\"https:\/\/www.inogic.com\/blog\/click2clone-infocentre\/\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Clone InfoCentre homepage<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Click2Clone is a productivity tool designed specifically to Clone Dynamics 365 CRM records to save duplicate data entry and the number of clicks. Using Click2Clone, deep cloning can be done on both OOB and Custom Entity child records which makes it a powerful tool. It also does one Entity to another Entity cloning along with\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/install-click2clone-dynamics-365-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/full-width.php","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-14569","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/14569","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=14569"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/14569\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=14569"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}