Clone Dynamics 365 CRM Records
Easily Copy Dynamics 365 CRM Records with Parent-Child Relationship in 1 Click or in Bulk
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What's Click2Clone?
Click2Clone is a natively built Microsoft Dynamics 365 app that instantly clones Dynamics 365 CRM records, including all parent-child relationships, across OOB and custom entities, with just a few clicks. Designed to eliminate redundant data entry and manual duplication, Click2Clone lets users clone individual or clone bulk records in Dynamics 365 CRM along with their associated child and related records (1:N and N:N), across both out-of-the-box and custom entities. This Dynamics 365 CRM cloning solution allows you to add a custom prefix or suffix to cloned records for easy identification and organization, and update field values on the fly so every copied record is accurate and ready to use from the moment it’s created.
Recent Updates
Optimized bulk data cloning in Dynamics 365 for improved performance.
Added a Hierarchy Form for templates to copy records along with their associated child or related records
Upgraded rule mode functionality for deep cloning within the same entity.
Added support for updating configured fields in templates during cloning of Dynamics 365 records, automatically applying changes to all copied records.
Information Vault
Benefits of using Click2Clone
Easily scale your sales operations with efficient data management.
Save time and effort by automating the record cloning process.
Eliminate repetitive tasks to concentrate on creative and developmental work.
Minimize data entry errors and increase productivity with one-click record creation.
Supported On
Dynamics 365 CRM
Online | On-Premises | Dataverse
Features
Here’s How It Streamlines Your Cloning Experience
Clone Dynamics 365 CRM Records
Click2Clone is a advance cloning solution for Microsoft Dynamics 365 CRM that transforms the way teams handle record duplication. Instead of spending hours on repetitive data entry, users can clone any Dynamics 365 CRM record, along with its associated data and parent-child relationships, in just a few clicks. From copying a single record to replicating entire multi-level hierarchies, Click2Clone adapts to the complexity of your business processes while keeping data accurate, consistent, and intact. No technical expertise needed, just faster, smarter CRM operations from day one.
Need to copy existing records in Dynamics 365 without the manual effort? Click2Clone lets you clone any individual Dynamics 365 CRM record in just one click, whether you’re working online or on-premises. With Click2Clone, you can:
- Clone any standard or custom entity record in Dynamics 365 with a single click, no technical setup required.
- Copy existing records in Dynamics 365 along with all related fields, notes, attachments, and activities instantly.
- Copy quotes, orders, and other entity records in Dynamics CRM while maintaining data accuracy and consistency.
- Generate new records based on existing ones, ensuring every cloned record is complete, structured, and ready to use.
Managing large volumes of data in Dynamics 365 CRM shouldn’t mean hours of repetitive manual work. Click2Clone lets your team select, duplicate, and create multiple copies of any CRM record, across standard and custom entities, all in just a few clicks and without writing a single line of code. Whether you’re handling leads, opportunities, orders, or quotes, bulk record duplication in Dynamics 365 has never been faster, more accurate, or more reliable.
- Bulk copy records in Dynamics 365 CRM across any standard or custom entity simultaneously, cutting duplication time from hours to seconds
- Clone multiple orders, quotes, and entity records in Dynamics CRM while preserving all related fields, data, and entity relationships automatically
- Create multiple copies of any Dynamics 365 record with consistent accuracy, ensuring every duplicate is complete and ready to use
- Deep copy records in Dynamics 365 at scale to replicate parent records along with all associated data in a single action
Copy Records in Dynamics 365 Between Entities
Need to copy entity records in Dynamics 365 from one record to another within the same entity? Click2Clone’s Get Records feature makes it effortless to pull child records from a source and map them directly to a target record, no manual data entry, no coding, just a few clicks. Click2Clone allows you to:
- Copy records in Dynamics CRM within the same entity by simply selecting a source record and pulling its child data instantly
- Clone relationship data in Dynamics 365 by mapping associated child records directly to the target record with full accuracy
- Copy existing records in Dynamics 365 while preserving field values, relationships, and data structure without any technical setup
- Ensure consistency and reduce errors every time you clone or duplicate records within the same Dynamics 365 CRM entity
Transferring data between entities in Dynamics 365 CRM doesn’t have to mean starting from scratch every time. Click2Clone lets you copy records across entities, from Opportunity to Order, Quote to Invoice, or any custom entity pair, by simply configuring a field mapping template, no coding required.
- Copy entity records in Dynamics 365 from one entity to another with a fully configurable cloning template
- Map relevant fields between source and target entities to ensure accurate, structured data transfer every time
- Automate cross-entity data replication in Dynamics CRM without writing any code or relying on complex workflows.
Deep Clone Parent-Child Relationship in Dynamics 365 CRM
Managing complex record structures in Dynamics 365 CRM shouldn’t mean hours of manual rebuilding. Click2Clone’s deep cloning capability lets you replicate entire record hierarchies from parent records down to every linked child, preserving relationships, data integrity, and business context at every level.
- Perform a deep copy of Dynamics 365 records across multi-level hierarchies, including parent and all associated child records in one go
- Clone relationships in Dynamics 365 across both 1:N (one-to-many) and N:N (many-to-many) structures without missing any linked data
- Clone orders in Dynamics 365 along with all related line items, activities, and attachments, eliminating the need for manual re-entry.
- Deep copy records in Dynamics 365 for complex CRM scenarios like sales cycles, service cases, and custom business processes.
More Features
Automated CRM Record Cloning
Click2Clone allows users to automate the process of record cloning in CRM and effortlessly create multiple copies using customizable workflows.
Copy Hierarchical Relationships
With Click2Clone, users can easily clone Dynamics 365 CRM Records with their hierarchical relationships (1:N and N:N).
Update Fields During Cloning
Configure and modify lookup attributes directly from the Click2Clone template, allowing users to instantly update related fields across all cloned records for faster, more accurate duplication.
Identify Source Records
Enables built-in tracking to easily trace and audit source records alongside their cloned versions across CRM entities
Multiple Templates
Create flexible and reusable cloning templates to simplify record cloning in Dynamics 365 for both standard and custom entities in CRM.
Rule-based Selection
Select specific Dynamics 365 records for cloning using rule-based filters with simple or advanced logic, ensuring precise and targeted data duplication.
Update Cloned Records
Click2Clone empowers you to easily update the data in cloned records through automated workflows.
Set References
Store the references of the source record on the cloned record and vice versa.
Child Templates
Copy/Clone child records specified in Child Templates for a particular entity.
Copy & Conquer: Mastering Dynamics 365 CRM - Record Duplication with Click2Clone
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What Our Customers Are Saying?
Our Blogs
How to Set Up Record Cloning in Dynamics 365 CRM: Step-by-Step Guide 2026
Creating similar records repeatedly in Dynamics 365 CRM can slow down sales and operations teams. Whether it’s duplicating
Top Strategies to Simplify Record Cloning in CRM for Faster Workflows
Click2Clone, the ultimate productivity app for Dynamics 365 CRM by Inogic, automates record cloning with just a click….
Copy Related Records in Dynamics 365 CRM: Step-by-Step Hierarchical Cloning Guide
In this quick guide, you’ll learn how to configure Cloning Templates to copy fields, related records…
Frequently Asked Questions
With Click2Clone, you can easily clone records across standard and custom entities, including related child records in Dynamics 365. This productivity app streamlines data replication, saving time, reducing manual effort, and improving accuracy for a more efficient CRM experience.
With Click2Clone, users can clone or copy both OOB as well as custom entity records in Dynamics 365 CRM effortlessly.
One of the features of Click2Clone is to enable users to create multiple copies of the record as per their business requirement.
Yes, with Click2Clone users can easily clone records with more than 100 line items.
Yes, Click2Clone allows user to clone records from one entity to another entity including custom entities.
Ready to speed up record creation and reduce manual effort in Dynamics 365?
Let’s show you how!
