Click2Clone

Name: Click2Clone
Brand: Click2Clone
Rating: 5 (5 reviews)

Clone parent- child records in a single click

Clone multiple records instantly

Click2Clone - Copy/Clone Dynamics 365 CRM Records

Overview

Click2Clone is a productivity app which enables users to clone/copy Dynamics 365 CRM records from any OOB as well as custom entities of Dynamics CRM to another record. With Click2Clone, users can now easily clone/copy related child records and create multiple copies of any given Dynamics 365 CRM record. By automating and simplifying the process of creating new records, Click2Clone significantly reduces the time spent on repetitive data entry and becomes a strategic enabler of business control and agility.

Dynamics 365 8.2 & above

On-Premises and Online

Recent Updates

Select records for cloning based on Simple or Advanced Rule Mode
Copy/Clone child records based off of the rule specified in Child Templates of the respective entity
Create multiple copies of any given record at one go
Automate cloning of multiple copies of any record through workflow

Available on Microsoft Appsource

Get started with 15 days free trial!

Features

Click2Clone enables users to Clone/Copy both Dynamics 365 OOB as well as custom entities

Provides easy configuration along with the ability to select the fields to be carried over

Users can easily carry over related records from 1:N & N:N relationships

With Click2Clone, users can clone ‘Hierarchical relationships’ with ease

Users can copy multiple Dynamics 365 CRM records instantly with a single click

Users can now easily configure the Prefix & Suffix for cloned records

With Click2Clone users can now easily identify the references of the source record on the cloned record and vice versa

Click2Clone enables users to clone details along with relationships of the record from one entity to another entity

With the help of workflow, Click2Clone gives the ability to have needful updates in data of the cloned record

Click2Clone provides easy shortcuts for cloning in case there are multiple templates available for a particular entity

With Click2Clone, users now have the ability to copy child records from another record

Click2Clone provides support for copying records with large sets of child records

Users can now select records for cloning by setting Simple or Advanced rules

Click2Clone allows users to copy/clone child records based on the rule specified in Child Templates of the respective entity

With Click2Clone, users can now create multiple copies of any given record at one go

Click2Clone enables users to automate cloning of records and create multiple copies of any given record with the help of workflow

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CRM 2016/Dynamics 365

Dynamics 365 v9.x

EULA

Click2Clone

Clone multiple records instantly

Click2Clone - Copy/Clone Dynamics 365 CRM Records

Overview

Dynamics 365 8.2 & above

Recent Updates

Available on Microsoft Appsource

Features

Recent News and Articles

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