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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
Manually duplicating them can be time-consuming, prone to errors, and inconsistent.<\/p>\n
With 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 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 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 Click2Clone simplifies this process with configurable templates, rule-based selection, and deep cloning capabilities.<\/p>\n Without automation, creating these hierarchies manually takes hours and increases the risk of data mismatch.<\/p>\n Click2Clone simplifies this by:<\/p>\n Below are the key steps to configure your Record Cloning Template for related or hierarchical record cloning.<\/p>\n If you want to clone specific fields from a related entity:<\/p>\n 1. Navigate to Child Template \u2192 Click New Click2Clone Template.<\/p>\n 2. Give your template a name.<\/p>\n 3. Select the source entity (e.g., Order Line Item<\/em>).<\/p>\n 4. Click Save<\/strong>.<\/p>\n 5. Now select the fields you want to copy.<\/p>\n 6. Click Save<\/strong>.<\/p>\n Pro Tip:<\/strong> This step helps ensure that only the necessary data fields are cloned, maintaining control and precision.<\/p>\n To copy related or child records:<\/p>\n 1. Go to Attributes\/Relationships to Clone<\/strong> \u2192 Relationships<\/strong>.<\/p>\n 2. Select the relationship (e.g., Order \u2192 Line Item).<\/p>\n 3. Click Save<\/strong>.<\/p>\n This is known as hierarchical or deep cloning<\/strong>.<\/p>\n If there are no related records, you can skip this step.<\/p>\n Note:<\/strong> For example:<\/p>\n If you clone Account and Opportunity, both are newly cloned records, but Quote<\/strong> will be directly associated instead of cloned.<\/p>\n By using Rule Mode, you can control which records get cloned.<\/p>\n If an Order has 10 Line Items, but you only need to clone 5, use Rule Mode<\/strong> to define those 5 items.<\/p>\n Advanced Rule Mode also supports workflows \u2014 enabling automated deep cloning<\/strong> based on FetchXML filters.<\/p>\n Once configured, you can:<\/p>\n Click2Clone automates it all \u2014 saving you time and reducing manual input.<\/p>\n Let\u2019s say you want to duplicate an Order<\/strong> that has multiple Order Line Items<\/strong> and is linked to Quotes<\/strong>.<\/p>\n Here\u2019s how Click2Clone handles it:<\/p>\n Result<\/strong>: A complete hierarchical copy that maintains all relevant relationships.<\/p>\n FAQs <\/strong><\/p>\n Use the 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 Hierarchical cloning (deep cloning) means copying a record along with all its related or child records, maintaining their relationships.<\/p>\n Yes. Use Simple<\/strong> or Advanced Rule Mode<\/strong> to select specific records or filter criteria for cloning.<\/p>\n No. N:N records are associated, not cloned. Use 1:N relationships for deep cloning.<\/p>\n You can skip relationship selection. Click2Clone will clone only the parent record.<\/p>\n Yes! Advanced Rule Mode supports FetchXML for automated filtering and cloning.<\/p>\n Click2Clone for Dynamics 365 CRM with a 15-day free trial, available on our website<\/a> or Microsoft AppSource<\/a>, and simplify data duplication, maintain relationships, and save hours of manual work.<\/p>\n Have a question or prefer a guided walkthrough? Contact us at crm@inogic.com<\/a> to book a personalized demo and get expert guidance today!<\/p>\n","protected":false},"excerpt":{"rendered":" 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 Read More »<\/a><\/span><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"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":[],"_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}]}}What Is Hierarchical Cloning in Dynamics 365?<\/strong><\/h3>\n
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Step-by-Step Guide to Clone Related Records in Dynamics 365 CRM<\/strong><\/h3>\n
Step 1 \u2013 Copy Fields of Related Records<\/strong><\/h3>\n
![\"Copy](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/10\/1Copy-Related-Records-in-Dynamics-365-CRM.png\")
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<\/p>\nStep 2 \u2013 Specify Related Records (Hierarchical Cloning)<\/strong><\/h3>\n
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\nWhen working with N:N (many-to-many)<\/strong> relationships, it associates the original record; no duplicate is created.<\/p>\n\n
Step 3 \u2013 Set Rules for Selecting Records<\/strong><\/h3>\n
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<\/p>\nExample: <\/strong><\/h3>\n
Step 4 \u2013 Execute Your Cloning<\/strong><\/h3>\n
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Real-Life Example \u2013 Deep Cloning an Order with Line Items<\/strong><\/h3>\n
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Best Practices for Managing Hierarchical Cloning<\/strong><\/h3>\n
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Common Mistakes to Avoid while Cloning Dynamics 365 CRM Records<\/strong><\/h3>\n
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How do I clone related records in Dynamics 365 using Click2Clone?<\/strong><\/h3>\n
What is hierarchical record cloning in Dynamics 365?<\/strong><\/h3>\n
Can I control which related records to clone?<\/strong><\/h3>\n
Can I clone N:N relationships in Dynamics 365?<\/strong><\/h3>\n
What happens if related records don\u2019t exist?<\/strong><\/h3>\n
Can I use FetchXML in workflows?<\/strong><\/h3>\n
Want to clone hierarchical records instantly in Dynamics 365 CRM?<\/strong><\/h3>\n