Manual data entry remains to be one of the key hindrances among Dynamics 365 CRM users. Several CRM users end up having to spend their valuable time manually cloning data from record-to-records or entity-to-entity. This can be tedious and time-consuming! So, if you would like to automate this mundane and repetitive data entry tasks – use “Click2Clone”.
Empower your Dynamics 365 CRM workflow with Click2Clone – the productivity app to replicate or copy Dynamics 365 CRM records from any out-of-the-box (OOB) or custom entities of Dynamics CRM to another record. With Click2Clone, you can effortlessly create multiple replicas of any given Dynamics 365 CRM record, alongside cloning related child records. By automating and simplifying the process of generating new records, Click2Clone significantly diminishes the time spent on repetitive data entry, thus metamorphosing into a strategic enabler of business control and agility.
On-Premises and Online
Dataverse
The first and most obvious reason to use Click2Clone is to clone records. Copying an existing record is as straightforward as clicking a button. You can replicate notes, attachments, or custom fields. Save time and effort by creating new records based on existing ones.
If you configure Click2Clone into your workflow, you can automate the cloning process without human intervention. Depending on your workflow, the cloning can be automated on demand or when the record changes.
Records can be cloned across entities. Users can clone records from one entity to another using Click2Clone. A user wants to copy the details of an Opportunity entity to an Order entity. Simply open a record in Opportunity entity, click on Click2Clone button, and a new record will be created for Order entity with the same details.
Deep cloning in Click2Clone involves the hierarchical cloning of records. This means you can clone all the records related to one another in the hierarchy using the deep cloning functionality. For example, if we clone an Opportunity record, we can clone its associated Quotes with the respective Quote Lines. This saves you time, effort, and maintains data consistency and integrity.
Users can copy related/associated child records within the same entity. The “Get Records” functionality brings child records from Source record to Target record of the same entity. Simply click on the “Get Records” button within the target records and select the source record. Child records will be copied from the Source record in seconds to Target record.
