{"id":42519,"date":"2025-10-08T14:51:06","date_gmt":"2025-10-08T09:21:06","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=42519"},"modified":"2025-10-08T14:51:06","modified_gmt":"2025-10-08T09:21:06","slug":"copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/","title":{"rendered":"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42520\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner.png\" alt=\"Copy Related Records in Dynamics 365 CRM\" width=\"1400\" height=\"800\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner.png 1400w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner-660x377.png 660w\" sizes=\"(max-width: 1400px) 100vw, 1400px\" \/><\/p>\n<p>Cloning a single record in Dynamics 365 CRM is easy, but what happens when that record has multiple related entities like Orders, Line Items, and Quotes?<\/p>\n<p>Manually duplicating them can be time-consuming, prone to errors, and inconsistent.<\/p>\n<p>With <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/click-2-clone-microsoft-dynamics-crm-records\/?utm_source=inogic-blog&amp;utm_medium=c2c&amp;utm_campaign=Iblog\" target=\"_blank\" rel=\"noopener\"><strong>Click2Clone<\/strong><\/a>, you can perform hierarchical (deep) cloning, meaning you can copy related or child records automatically, maintain relationships, and even set rules for what to copy.<\/p>\n<p>In this quick guide, you\u2019ll learn how to configure Cloning Templates to copy fields, related records, and references for seamless record duplication in Dynamics 365 CRM.<\/p>\n<h3><strong>What Is Hierarchical Cloning in Dynamics 365?<\/strong><\/h3>\n<p>Hierarchical cloning allows users to duplicate a record along with its related child records, relationships, and references. This is crucial for scenarios like:<\/p>\n<ul>\n<li>Replicating sales quotes with line items<\/li>\n<li>Copying service orders with associated tasks<\/li>\n<li>Duplicating territory plans with linked accounts<\/li>\n<\/ul>\n<p>Click2Clone simplifies this process with configurable templates, rule-based selection, and deep cloning capabilities.<\/p>\n<p>Without automation, creating these hierarchies manually takes hours and increases the risk of data mismatch.<\/p>\n<p>Click2Clone simplifies this by:<\/p>\n<ul>\n<li>Preserving relationships and hierarchies<\/li>\n<li>Ensuring accuracy and consistency<\/li>\n<li>Reducing repetitive data entry<\/li>\n<li>Saving valuable time for sales, service, and project teams<\/li>\n<\/ul>\n<h3><strong>Step-by-Step Guide to Clone Related Records in Dynamics 365 CRM<\/strong><\/h3>\n<p>Below are the key steps to configure your Record Cloning Template for related or hierarchical record cloning.<\/p>\n<h3><strong>Step 1 \u2013 Copy Fields of Related Records<\/strong><\/h3>\n<p>If you want to clone specific fields from a related entity:<\/p>\n<p>1. Navigate to Child Template \u2192 Click New Click2Clone Template.<\/p>\n<p>2. Give your template a name.<\/p>\n<p>3. Select the source entity (e.g., <em>Order Line Item<\/em>).<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42525\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/1Copy-Related-Records-in-Dynamics-365-CRM.png\" alt=\"Copy Related Records in Dynamics 365 CRM\" width=\"956\" height=\"398\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/1Copy-Related-Records-in-Dynamics-365-CRM.png 956w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/1Copy-Related-Records-in-Dynamics-365-CRM-300x125.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/1Copy-Related-Records-in-Dynamics-365-CRM-768x320.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/1Copy-Related-Records-in-Dynamics-365-CRM-660x275.png 660w\" sizes=\"(max-width: 956px) 100vw, 956px\" \/><\/p>\n<p>4. Click <strong>Save<\/strong>.<\/p>\n<p>5. Now select the fields you want to copy.<\/p>\n<p>6. Click <strong>Save<\/strong>.<\/p>\n<p><strong>Pro Tip:<\/strong> This step helps ensure that only the necessary data fields are cloned, maintaining control and precision.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42524\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/2Copy-Related-Records-in-Dynamics-365-CRM.png\" alt=\"Copy Related Records in Dynamics 365 CRM\" width=\"739\" height=\"506\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/2Copy-Related-Records-in-Dynamics-365-CRM.png 739w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/2Copy-Related-Records-in-Dynamics-365-CRM-300x205.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/2Copy-Related-Records-in-Dynamics-365-CRM-660x452.png 660w\" sizes=\"(max-width: 739px) 100vw, 739px\" \/><\/p>\n<h3><strong>Step 2 \u2013 Specify Related Records (Hierarchical Cloning)<\/strong><\/h3>\n<p>To copy related or child records:<\/p>\n<p>1. Go to <strong>Attributes\/Relationships to Clone<\/strong> \u2192 <strong>Relationships<\/strong>.<\/p>\n<p>2. Select the relationship (e.g., Order \u2192 Line Item).<\/p>\n<p>3. Click <strong>Save<\/strong>.<\/p>\n<p>This is known as <strong>hierarchical or deep cloning<\/strong>.<\/p>\n<p>If there are no related records, you can skip this step.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42523\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/3Copy-Related-Records-in-Dynamics-365-CRM.png\" alt=\"Copy Related Records in Dynamics 365 CRM\" width=\"766\" height=\"504\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/3Copy-Related-Records-in-Dynamics-365-CRM.png 766w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/3Copy-Related-Records-in-Dynamics-365-CRM-300x197.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/3Copy-Related-Records-in-Dynamics-365-CRM-660x434.png 660w\" sizes=\"(max-width: 766px) 100vw, 766px\" \/><\/p>\n<p><strong>Note:<\/strong><br \/>\nWhen working with <strong>N:N (many-to-many)<\/strong> relationships, it associates the original record; no duplicate is created.<\/p>\n<p>For example:<\/p>\n<ul>\n<li><em>Account \u2192 Opportunity (1:N)<\/em><\/li>\n<li><em>Opportunity \u2192 Quote (N:N)<\/em><\/li>\n<\/ul>\n<p>If you clone Account and Opportunity, both are newly cloned records, but <strong>Quote<\/strong> will be directly associated instead of cloned.<\/p>\n<h3><strong>Step 3 \u2013 Set Rules for Selecting Records<\/strong><\/h3>\n<p>By using Rule Mode, you can control which records get cloned.<\/p>\n<ul>\n<li><strong>Simple Rule Mode:<\/strong> Clone based on the View of an entity.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42522\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/4Copy-Related-Records-in-Dynamics-365-CRM.png\" alt=\"Copy Related Records in Dynamics 365 CRM\" width=\"653\" height=\"405\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/4Copy-Related-Records-in-Dynamics-365-CRM.png 653w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/4Copy-Related-Records-in-Dynamics-365-CRM-300x186.png 300w\" sizes=\"(max-width: 653px) 100vw, 653px\" \/><\/p>\n<ul>\n<li><strong>Advanced Rule Mode:<\/strong> Clone based on conditions defined in FetchXML.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42521\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/5Copy-Related-Records-in-Dynamics-365-CRM.png\" alt=\"Copy Related Records in Dynamics 365 CRM\" width=\"670\" height=\"198\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/5Copy-Related-Records-in-Dynamics-365-CRM.png 670w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/5Copy-Related-Records-in-Dynamics-365-CRM-300x89.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/5Copy-Related-Records-in-Dynamics-365-CRM-660x195.png 660w\" sizes=\"(max-width: 670px) 100vw, 670px\" \/><\/p>\n<h3><strong>Example: <\/strong><\/h3>\n<p>If an Order has 10 Line Items, but you only need to clone 5, use <strong>Rule Mode<\/strong> to define those 5 items.<\/p>\n<p>Advanced Rule Mode also supports workflows \u2014 enabling <strong>automated deep cloning<\/strong> based on FetchXML filters.<\/p>\n<h3><strong>Step 4 \u2013 Execute Your Cloning<\/strong><\/h3>\n<p>Once configured, you can:<\/p>\n<ul>\n<li>Clone a single record<\/li>\n<li>Clone multiple related records<\/li>\n<li>Create multiple copies of a record<\/li>\n<\/ul>\n<p>Click2Clone automates it all \u2014 saving you time and reducing manual input.<\/p>\n<h3><strong>Real-Life Example \u2013 Deep Cloning an Order with Line Items<\/strong><\/h3>\n<p>Let\u2019s say you want to duplicate an <strong>Order<\/strong> that has multiple <strong>Order Line Items<\/strong> and is linked to <strong>Quotes<\/strong>.<\/p>\n<p>Here\u2019s how Click2Clone handles it:<\/p>\n<ul>\n<li><strong>Order<\/strong>: Cloned as a new record.<\/li>\n<li><strong>Line Items: <\/strong>Cloned as related records under the new order.<\/li>\n<li><strong>Quote (N:N): <\/strong>Associated with the cloned Order (not duplicated).<\/li>\n<\/ul>\n<p><strong>Result<\/strong>: A complete hierarchical copy that maintains all relevant relationships.<\/p>\n<h3><strong>Best Practices for Managing Hierarchical Cloning<\/strong><\/h3>\n<ul>\n<li>Use <strong>Advanced Rule Mode<\/strong> for precise control.<\/li>\n<li>Avoid unnecessary deep cloning for large datasets \u2014 it can impact performance.<\/li>\n<li>Review <strong>N:N relationships<\/strong> before cloning to avoid confusion.<\/li>\n<li>Keep <strong>source and target references<\/strong> clearly named.<\/li>\n<\/ul>\n<h3><strong>Common Mistakes to Avoid while Cloning Dynamics 365 CRM Records<\/strong><\/h3>\n<ul>\n<li>Forgetting to publish customization changes.<\/li>\n<li>Not mapping reference fields correctly.<\/li>\n<li>Attempting to clone unsupported relationships (N:N).<\/li>\n<li>Over-cloning without filters (can duplicate unwanted records).<\/li>\n<\/ul>\n<p><strong>FAQs <\/strong><\/p>\n<h3><strong>How do I clone related records in Dynamics 365 using Click2Clone?<\/strong><\/h3>\n<p>Use the <strong>Relationships<\/strong> tab in Click2Clone Templates to define parent-child entities, then clone the main record. The tool automatically duplicates related entities based on your configuration.<\/p>\n<h3><strong>What is hierarchical record cloning in Dynamics 365?<\/strong><\/h3>\n<p>Hierarchical cloning (deep cloning) means copying a record along with all its related or child records, maintaining their relationships.<\/p>\n<h3><strong>Can I control which related records to clone?<\/strong><\/h3>\n<p>Yes. Use <strong>Simple<\/strong> or <strong>Advanced Rule Mode<\/strong> to select specific records or filter criteria for cloning.<\/p>\n<h3><strong>Can I clone N:N relationships in Dynamics 365?<\/strong><\/h3>\n<p>No. N:N records are associated, not cloned. Use 1:N relationships for deep cloning.<\/p>\n<h3><strong>What happens if related records don\u2019t exist?<\/strong><\/h3>\n<p>You can skip relationship selection. Click2Clone will clone only the parent record.<\/p>\n<h3><strong>Can I use FetchXML in workflows?<\/strong><\/h3>\n<p>Yes! Advanced Rule Mode supports FetchXML for automated filtering and cloning.<\/p>\n<h3><strong>Want to clone hierarchical records instantly in Dynamics 365 CRM?<\/strong><\/h3>\n<p>Click2Clone for Dynamics 365 CRM with a 15-day free trial, available on our <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/click-2-clone-microsoft-dynamics-crm-records\/?utm_source=inogic-blog&amp;utm_medium=c2c&amp;utm_campaign=Iblog\" target=\"_blank\" rel=\"noopener\">website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.d59d49e1-e228-4243-8155-9b937290bcf5?ocid=InogicBlog_inogic_C2C\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a>, and simplify data duplication, maintain relationships, and save hours of manual work.<\/p>\n<p>Have a question or prefer a guided walkthrough? Contact us at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a> to book a personalized demo and get expert guidance today!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cloning a single record in Dynamics 365 CRM is easy, but what happens when that record has multiple related entities like Orders, Line Items, and Quotes? Manually duplicating them can be time-consuming, prone to errors, and inconsistent. With Click2Clone, you can perform hierarchical (deep) cloning, meaning you can copy related or child records automatically, maintain\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/\">Read More: Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning\u2026 &raquo;<\/a><\/span><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[3240],"class_list":["post-42519","post","type-post","status-publish","format-standard","hentry","category-click-2-clone","tag-copy-related-records-in-dynamics-365-crm"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"Cloning a single record in Dynamics 365 CRM is easy, but what happens when that record has multiple related entities like Orders, Line Items, and Quotes? Manually duplicating them can be time-consuming, prone to errors, and inconsistent. With Click2Clone, you can perform hierarchical (deep) cloning, meaning you can copy related or child records automatically, maintain\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Sam Kumar\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide - Microsoft Dynamics 365 CRM Tips and Tricks\" \/>\n\t\t<meta property=\"og:description\" content=\"Cloning a single record in Dynamics 365 CRM is easy, but what happens when that record has multiple related entities like Orders, Line Items, and Quotes? Manually duplicating them can be time-consuming, prone to errors, and inconsistent. With Click2Clone, you can perform hierarchical (deep) cloning, meaning you can copy related or child records automatically, maintain\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner.png\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner.png\" \/>\n\t\t<meta property=\"og:image:width\" content=\"1400\" \/>\n\t\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2025-10-08T09:21:06+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2025-10-08T09:21:06+00:00\" \/>\n\t\t<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/inogicindia\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n\t\t<meta name=\"twitter:site\" content=\"@inogic\" \/>\n\t\t<meta name=\"twitter:title\" content=\"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide - Microsoft Dynamics 365 CRM Tips and Tricks\" \/>\n\t\t<meta name=\"twitter:description\" content=\"Cloning a single record in Dynamics 365 CRM is easy, but what happens when that record has multiple related entities like Orders, Line Items, and Quotes? Manually duplicating them can be time-consuming, prone to errors, and inconsistent. With Click2Clone, you can perform hierarchical (deep) cloning, meaning you can copy related or child records automatically, maintain\" \/>\n\t\t<meta name=\"twitter:creator\" content=\"@inogic\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner.png\" \/>\n\t\t<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t\t<meta name=\"twitter:data1\" content=\"Sam Kumar\" \/>\n\t\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/#blogposting\",\"name\":\"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide - Microsoft Dynamics 365 CRM Tips and Tricks\",\"headline\":\"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide\",\"author\":{\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/author\\\/sam-kumar\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/wp-content\\\/uploads\\\/2025\\\/10\\\/Click2Clone-blog-banner.png\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/#articleImage\",\"width\":1400,\"height\":800,\"caption\":\"Copy Related Records in Dynamics 365 CRM\"},\"datePublished\":\"2025-10-08T14:51:06+05:30\",\"dateModified\":\"2025-10-08T14:51:06+05:30\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/#webpage\"},\"articleSection\":\"Click2Clone, Copy Related Records in Dynamics 365 CRM\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.inogic.com\\\/blog\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/category\\\/click-2-clone\\\/#listItem\",\"name\":\"Click2Clone\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/category\\\/click-2-clone\\\/#listItem\",\"position\":2,\"name\":\"Click2Clone\",\"item\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/category\\\/click-2-clone\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/#listItem\",\"name\":\"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/#listItem\",\"position\":3,\"name\":\"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/category\\\/click-2-clone\\\/#listItem\",\"name\":\"Click2Clone\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/#organization\",\"name\":\"Microsoft Dynamics 365 CRM Tips and Tricks\",\"description\":\"By Inogic\",\"url\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/wp-content\\\/uploads\\\/2023\\\/02\\\/inogic-logo.png\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/#organizationLogo\",\"width\":1000,\"height\":325,\"caption\":\"inogic logo\"},\"image\":{\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/#organizationLogo\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/inogicindia\",\"https:\\\/\\\/twitter.com\\\/inogic\",\"https:\\\/\\\/www.instagram.com\\\/inogicindia\\\/\",\"https:\\\/\\\/www.youtube.com\\\/channel\\\/UCM4V7ousgLSu1hbOEv4DUuQ\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/inogicindia\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/author\\\/sam-kumar\\\/#author\",\"url\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/author\\\/sam-kumar\\\/\",\"name\":\"Sam Kumar\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/ede4386d06665d3d5ee2ecccb6c36df60385d561e317372bd89dffb7e4b1de2f?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"Sam Kumar\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/#webpage\",\"url\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/\",\"name\":\"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide - Microsoft Dynamics 365 CRM Tips and Tricks\",\"description\":\"Cloning a single record in Dynamics 365 CRM is easy, but what happens when that record has multiple related entities like Orders, Line Items, and Quotes? Manually duplicating them can be time-consuming, prone to errors, and inconsistent. With Click2Clone, you can perform hierarchical (deep) cloning, meaning you can copy related or child records automatically, maintain\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/2025\\\/10\\\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\\\/#breadcrumblist\"},\"author\":{\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/author\\\/sam-kumar\\\/#author\"},\"creator\":{\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/author\\\/sam-kumar\\\/#author\"},\"datePublished\":\"2025-10-08T14:51:06+05:30\",\"dateModified\":\"2025-10-08T14:51:06+05:30\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/\",\"name\":\"Microsoft Dynamics 365 CRM Tips and Tricks\",\"alternateName\":\"Inogic\",\"description\":\"By Inogic\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide - Microsoft Dynamics 365 CRM Tips and Tricks","description":"Cloning a single record in Dynamics 365 CRM is easy, but what happens when that record has multiple related entities like Orders, Line Items, and Quotes? Manually duplicating them can be time-consuming, prone to errors, and inconsistent. With Click2Clone, you can perform hierarchical (deep) cloning, meaning you can copy related or child records automatically, maintain","canonical_url":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/","robots":"max-image-preview:large","keywords":"","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BlogPosting","@id":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/#blogposting","name":"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide - Microsoft Dynamics 365 CRM Tips and Tricks","headline":"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide","author":{"@id":"https:\/\/www.inogic.com\/blog\/author\/sam-kumar\/#author"},"publisher":{"@id":"https:\/\/www.inogic.com\/blog\/#organization"},"image":{"@type":"ImageObject","url":"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner.png","@id":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/#articleImage","width":1400,"height":800,"caption":"Copy Related Records in Dynamics 365 CRM"},"datePublished":"2025-10-08T14:51:06+05:30","dateModified":"2025-10-08T14:51:06+05:30","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/#webpage"},"isPartOf":{"@id":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/#webpage"},"articleSection":"Click2Clone, Copy Related Records in Dynamics 365 CRM"},{"@type":"BreadcrumbList","@id":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.inogic.com\/blog#listItem","position":1,"name":"Home","item":"https:\/\/www.inogic.com\/blog","nextItem":{"@type":"ListItem","@id":"https:\/\/www.inogic.com\/blog\/category\/click-2-clone\/#listItem","name":"Click2Clone"}},{"@type":"ListItem","@id":"https:\/\/www.inogic.com\/blog\/category\/click-2-clone\/#listItem","position":2,"name":"Click2Clone","item":"https:\/\/www.inogic.com\/blog\/category\/click-2-clone\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/#listItem","name":"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.inogic.com\/blog#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/#listItem","position":3,"name":"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide","previousItem":{"@type":"ListItem","@id":"https:\/\/www.inogic.com\/blog\/category\/click-2-clone\/#listItem","name":"Click2Clone"}}]},{"@type":"Organization","@id":"https:\/\/www.inogic.com\/blog\/#organization","name":"Microsoft Dynamics 365 CRM Tips and Tricks","description":"By Inogic","url":"https:\/\/www.inogic.com\/blog\/","logo":{"@type":"ImageObject","url":"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/inogic-logo.png","@id":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/#organizationLogo","width":1000,"height":325,"caption":"inogic logo"},"image":{"@id":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/#organizationLogo"},"sameAs":["https:\/\/www.facebook.com\/inogicindia","https:\/\/twitter.com\/inogic","https:\/\/www.instagram.com\/inogicindia\/","https:\/\/www.youtube.com\/channel\/UCM4V7ousgLSu1hbOEv4DUuQ","https:\/\/www.linkedin.com\/company\/inogicindia"]},{"@type":"Person","@id":"https:\/\/www.inogic.com\/blog\/author\/sam-kumar\/#author","url":"https:\/\/www.inogic.com\/blog\/author\/sam-kumar\/","name":"Sam Kumar","image":{"@type":"ImageObject","@id":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/ede4386d06665d3d5ee2ecccb6c36df60385d561e317372bd89dffb7e4b1de2f?s=96&d=mm&r=g","width":96,"height":96,"caption":"Sam Kumar"}},{"@type":"WebPage","@id":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/#webpage","url":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/","name":"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide - Microsoft Dynamics 365 CRM Tips and Tricks","description":"Cloning a single record in Dynamics 365 CRM is easy, but what happens when that record has multiple related entities like Orders, Line Items, and Quotes? Manually duplicating them can be time-consuming, prone to errors, and inconsistent. With Click2Clone, you can perform hierarchical (deep) cloning, meaning you can copy related or child records automatically, maintain","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.inogic.com\/blog\/#website"},"breadcrumb":{"@id":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/#breadcrumblist"},"author":{"@id":"https:\/\/www.inogic.com\/blog\/author\/sam-kumar\/#author"},"creator":{"@id":"https:\/\/www.inogic.com\/blog\/author\/sam-kumar\/#author"},"datePublished":"2025-10-08T14:51:06+05:30","dateModified":"2025-10-08T14:51:06+05:30"},{"@type":"WebSite","@id":"https:\/\/www.inogic.com\/blog\/#website","url":"https:\/\/www.inogic.com\/blog\/","name":"Microsoft Dynamics 365 CRM Tips and Tricks","alternateName":"Inogic","description":"By Inogic","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.inogic.com\/blog\/#organization"}}]},"og:locale":"en_US","og:site_name":"Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic","og:type":"article","og:title":"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide - Microsoft Dynamics 365 CRM Tips and Tricks","og:description":"Cloning a single record in Dynamics 365 CRM is easy, but what happens when that record has multiple related entities like Orders, Line Items, and Quotes? Manually duplicating them can be time-consuming, prone to errors, and inconsistent. With Click2Clone, you can perform hierarchical (deep) cloning, meaning you can copy related or child records automatically, maintain","og:url":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/","og:image":"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner.png","og:image:secure_url":"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner.png","og:image:width":1400,"og:image:height":800,"article:published_time":"2025-10-08T09:21:06+00:00","article:modified_time":"2025-10-08T09:21:06+00:00","article:publisher":"https:\/\/www.facebook.com\/inogicindia","twitter:card":"summary_large_image","twitter:site":"@inogic","twitter:title":"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide - Microsoft Dynamics 365 CRM Tips and Tricks","twitter:description":"Cloning a single record in Dynamics 365 CRM is easy, but what happens when that record has multiple related entities like Orders, Line Items, and Quotes? Manually duplicating them can be time-consuming, prone to errors, and inconsistent. With Click2Clone, you can perform hierarchical (deep) cloning, meaning you can copy related or child records automatically, maintain","twitter:creator":"@inogic","twitter:image":"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/Click2Clone-blog-banner.png","twitter:label1":"Written by","twitter:data1":"Sam Kumar","twitter:label2":"Est. reading time","twitter:data2":"4 minutes"},"aioseo_meta_data":{"post_id":"42519","title":null,"description":null,"keywords":null,"keyphrases":{"focus":{"keyphrase":"","score":0,"analysis":{"keyphraseInTitle":{"score":0,"maxScore":9,"error":1}}},"additional":[]},"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":null,"twitter_use_og":true,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":[],"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"BlogPosting","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":null,"pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":null,"breadcrumb_settings":null,"limit_modified_date":false,"ai":{"faqs":[],"keyPoints":[],"titles":[],"descriptions":[],"socialPosts":{"email":[],"linkedin":[],"twitter":[],"facebook":[],"instagram":[]}},"created":"2025-10-08 09:03:21","updated":"2025-10-08 09:37:42","seo_analyzer_scan_date":null},"aioseo_breadcrumb":"<div class=\"aioseo-breadcrumbs\"><span class=\"aioseo-breadcrumb\">\n\t\t\t<a href=\"https:\/\/www.inogic.com\/blog\" title=\"Home\">Home<\/a>\n\t\t<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\t\t\t<a href=\"https:\/\/www.inogic.com\/blog\/category\/click-2-clone\/\" title=\"Click2Clone\">Click2Clone<\/a>\n\t\t<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\t\t\tCopy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide\n\t\t<\/span><\/div>","aioseo_breadcrumb_json":[{"label":"Home","link":"https:\/\/www.inogic.com\/blog"},{"label":"Click2Clone","link":"https:\/\/www.inogic.com\/blog\/category\/click-2-clone\/"},{"label":"Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide","link":"https:\/\/www.inogic.com\/blog\/2025\/10\/copy-related-records-in-dynamics-365-crm-step-by-step-hierarchical-cloning-guide\/"}],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/42519","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=42519"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/42519\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=42519"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=42519"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=42519"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}