{"id":14590,"date":"2019-02-16T10:32:27","date_gmt":"2019-02-16T10:32:27","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?page_id=14590"},"modified":"2020-04-17T04:19:13","modified_gmt":"2020-04-17T04:19:13","slug":"create-click2clone-template-for-cloning-records","status":"publish","type":"page","link":"https:\/\/www.inogic.com\/blog\/create-click2clone-template-for-cloning-records\/","title":{"rendered":"Create Click2Clone Template For Cloning Records"},"content":{"rendered":"

Click2Clone is a one click solution to Clone\/Copy duplicate Dynamics 365 CRM records of both OOB and custom Entities. It is a time and resource saving tool that expedites your Sales Process by depreciating the overhead of re-entering the same data. To clone records you must import and install<\/a> the solution first. After installation and License registration<\/a> you can create Click2Clone Template for Entities whose records you have to clone.<\/p>\n

Creating Click2Clone template is an easy process after which you can clone the attributes and relationships.<\/p>\n

Below are the steps mentioned for creating Click2Clone Template.<\/p>\n

1<\/strong>. Navigate to Apps<\/strong>-> Click2Clone Group-> Click2Clone Template<\/strong><\/p>\n

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2<\/strong>.\u00a0Next, click \u2018New\u2019<\/strong> to create the Click2Clone template.<\/p>\n

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3<\/strong>.\u00a0Fill the following details to Create New Template:<\/p>\n

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  1. Name: <\/strong>This is the name of the Click2Clone Template you are trying to create.<\/li>\n
  2. Source Entity Name: <\/strong>This is the Entity whose records you have to clone.<\/li>\n
  3. Target Entity Name:<\/strong> This is the resulting cloned records Entity. For self cloning leave this blank.<\/li>\n
  4. Prefix:<\/strong> This is the preciding name of the cloned record.<\/li>\n
  5. Suffix: <\/strong>This is the trail name that comes after the name of the record that is cloned.<\/li>\n<\/ol>\n