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 Microsoft Marketplace-Certified app natively built for Dynamics 365 CRM that enables users to instantly clone Dynamics 365 CRM records along with parent-child relationships across both OOB and custom entities in just a few clicks.
Designed to eliminate repetitive data entry and manual duplication, Click2Clone allows users to clone individual or bulk Dynamics 365 CRM records together with associated child and related records, including 1:N and N:N relationships. The app also allows users to add custom prefixes or suffixes to cloned records for easier identification and automatically update field values during the cloning process, ensuring every copied record is accurate and ready to use instantly.
Recent Updates
New 2026 Updates: Smarter Dynamics 365 CRM Record Cloning
Significantly improved performance for bulk copy operations in Dynamics 365 CRM, enabling faster cloning of large record sets without performance slowdowns.
Introduced a Hierarchy Form within cloning templates to deep clone parent records in Dynamics 365 CRM, along with all associated child and related records in a single action.
Enhanced Rule Mode to support deep cloning within the same Dynamics 365 entity, giving teams greater control over how Dynamics CRM records are duplicated and structured.
Added support for auto-updating configured fields across all copied Dynamics 365 records through templates; ensuring changes are instantly reflected throughout the cloned record set.
Information Vault
Benefits of using Click2Clone
Eliminate up to 90% of repetitive data entry by cloning records in one click instead of recreating them from scratch
Reduce manual copy errors by automatically carrying over fields, relationships, notes, attachments, and related records during cloning
Scale CRM operations faster with bulk record cloning across standard and custom Dynamics 365 entities without developer dependency
Save time and improve productivity by automating repetitive CRM processes and enabling teams to focus on sales, service, and business growth
Supported On
Dynamics 365 CRM
Online | On-Premises | Dataverse
Features
Here’s How It Streamlines Your Cloning Experience
Clone Dynamics 365 CRM Records
How to clone Dynamics 365 CRM records without manual data entry?
Most Dynamics 365 teams lose 20 – 30% of productive hours due to repetitive data entry. Click2Clone simplifies Dynamics 365 CRM record cloning by allowing users to clone single or bulk records along with related fields, child records, notes, attachments, activities, and parent-child relationships in just one click. No coding or complex configuration required – just faster and more efficient CRM operations.
- Clone single or multiple Dynamics 365 CRM records across standard and custom entities in one click, cutting duplication time by up to 70%.
- Copy existing Dynamics 365 records along with fields, notes, attachments, activities, and parent-child relationships intact, no data left behind
- Bulk copy or deep clone Dynamics 365 CRM records and entire parent-child hierarchies across leads, quotes, orders, and custom entities.
- Reduce manual data entry errors by up to 90%; every cloned record is complete, consistent, and ready to use the moment it’s created.
Clone and Copy Records Across Dynamics 365 Entities
How to copy Dynamics 365 records across entities with correct field values from the start?
With Click2Clone, users can control exactly how data is copied across Dynamics 365 CRM entities, whether that’s pulling child records into another record within the same entity, or transferring data across entity pairs like Opportunity to Order or Quote to Invoice. And unlike a basic clone, you can update field values on the fly during cloning, so every copied record lands correctly configured from the start.
- Copy records within the same Dynamics 365 entity by selecting a source record and mapping its related child record directly to a target without manual re-entry or coding
- Clone records across any entity pair in Dynamics 365 CRM using a configurable field mapping template, from Opportunity to Order, Quote to Invoice, or any custom entity combination
- Update field values during cloning by modifying lookups, dates, option sets, or owner fields across all cloned records in one step, so no record needs manual correction after duplication
- Reduce post-cloning data corrections effort by up to 80%; every copied record arrives structured, accurately mapped, and ready to use across any entity in Dynamics 365
Clone Parent-Child Relationships in Dynamics 365 CRM
How to deep clone parent-child relationships in Dynamics 365 without rebuilding every level manually?
Complex record structures such as sales cycles, service cases, and multi-level order hierarchies can be difficult and time-consuming to recreate manually. Click2Clone’s deep cloning capability replicates the complete record hierarchy – including parent records, linked child records, all the way down, in a single action, with no data gaps and no manual rebuilding.
- Deep copy Dynamics 365 records across multi-level parent-child hierarchies in one go, simplifying hierarchy rebuild time by up to 75% for complex CRM structures
- Clone relationships in Dynamics 365 across both 1:N and N:N structures, ensuring every linked record, association, and nested dependency is carried over without exception
- Clone orders in Dynamics 365 complete with all line items, activities, notes and attachments, preserving the full record depth exactly as it exists in the source
- Built for the most complex Dynamics 365 CRM scenarios, sales cycles, service cases, and custom business processes, where missing a single child record can break the entire workflow
More Features
Automated Dynamics 365 Record Cloning
Click2Clone allows users to automate record cloning in Dynamics 365 CRM and effortlessly create multiple copies using customizable workflows and cloning templates.
Copy Hierarchical Relationships in Dynamics 365
With Click2Clone, users can easily clone Dynamics 365 CRM Records with their hierarchical relationships (1:N and N:N).
Multiple Templates to Clone Dynamics 365 Records
Create flexible and reusable cloning templates to simplify record cloning in Dynamics 365 for both standard and custom entities in CRM.
Identify Source Records
Enables built-in tracking to easily trace and audit source records in Dynamics 365 alongside their cloned versions across Dynamics 365 CRM entities
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 Dynamics 365 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.
Configurable
Easy to configure templates to be used for copying. Ability to choose the fields and relationships to be copied over.
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, users can select any record and click the Clone button directly from the command bar. The app instantly creates a duplicate with configured fields, relationships, and child data pre-populated, no manual entry required. Cloning templates control exactly what gets copied during the process.
Yes. Click2Clone allows users to select multiple Dynamics 365 CRM records from any entity view and clone them simultaneously. You can also create multiple copies of a single record in one action. Bulk cloning supports advanced filtering to target specific records for duplication.
Click2Clone supports deep cloning of multi-level Dynamics 365 CRM record hierarchies by replicating parent records together with linked child records, including 1:N and N:N relationships, in a single operation. This is especially useful for cloning orders with line items, cases with activities, or opportunities with associated contacts.
Yes. Click2Clone supports cross-entity cloning using configurable field mapping templates. Users can copy records from Opportunity to Order, Quote to Invoice, or between any standard or custom Dynamics 365 CRM entity pair, with full control over which fields are mapped and transferred.
Yes. Click2Clone’s Update Fields feature lets you override specific field values — lookups, dates, option sets, owner fields during the cloning process. The updated values are applied uniformly across all cloned records, so no manual post-clone corrections are needed.
Yes. Click2Clone is designed to handle high-volume Dynamics 365 CRM record cloning, including records with 100+ line items. There are no restrictions on the number of child records that can be replicated in a single clone operation.
Yes. Click2Clone supports all out-of-the-box Dynamics 365 entities, including Opportunities, Quotes, Orders, Invoices, Cases, Leads, and Contacts, as well as any custom entities created in your CRM environment.
Click2Clone maintains a bi-directional reference between every cloned record and its source. Users can easily identify which original record a clone was created from, and which clones were created from any given source record, directly within Dynamics 365 CRM
Ready to speed up record creation and reduce manual effort in Dynamics 365?
Let’s show you how!
