Is there an easy way to clone/copy records in Dynamics 365 CRM?

Our 1 Click productivity app Click2Clone helps users to clone/copy both OOB as well as Custom entity records in Dynamics 365 CRM effortlessly.

Is there a way to create multiple clone copies of of a record in CRM?

One of the features of Click2Clone is to enable users to create multiple copies of the record as per their business requirement.

Is it possible to clone records with numerous line items?

With Click2Clone, users can easily clone Dynamics 365 CRM records with more than 100 line items.

Click2Clone

Clone parent- child records in a single click

Clone multiple records instantly

Copy/Clone Dynamics 365 CRM Records - Click2Clone

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

Dataverse (Power Apps)

Recent Updates

Create multiple copies of any given record at one go
Restrict cloning of Record based on criteria
Copy/Clone child records based on the entity field and relationship selected/configured in the Child Templates of the respective entity
Automate cloning of multiple copies of any record through workflow

Preferred App on Microsoft AppSource

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Features

Clone Single Record:

Click2Clone enables users to avoid repetitive data entry and clone records with just a single click. For example, suppose the user has to create an Order with more than 50-line items for a new customer. With Click2Clone, the user needs to just go to the Order entity, open the record, click on the Click2Clone button and just like that the record is copied and a new similar record is created.

Clone Multiple Records:

This feature of Click2Clone enables users to clone multiple records at once. For example, consider the user has to create new Orders similar to the existing Orders. For this, the user will have to just select the particular set of records from the view and click on Click2Clone button. Now, within seconds new Orders similar to the selected records will be created.

Create Multiple Copies:

Click2Clone with this feature enables users to create multiple copies of any given record in Dynamics 365 CRM. Let’s consider a scenario where the user is given the task of creating 3 new records in Opportunities similar to previous week’s record. Here, the user has to just go to the existing record in Opportunities entity, click on the Click2Clone button and enter the number of copies to be created. In just few seconds 3 copies of the record will be created.

Copy from one Entity to Another:

Cloning records is just not limited within a single entity. Click2Clone ensures that users can clone records from one entity to another entity. Suppose the user wants to copy details of record of Opportunity entity to Order entity. Here, the user just needs to go and open a record in Opportunity entity, click on Click2Clone button and a new record for Order entity will be created with the same details given in Opportunity entity.

Get Records:

This feature allows users to copy related/associated child records from one record to another record within the same entity. For example, the user wants to copy only opportunity products (around 25 of them) from one opportunity to another opportunity which is already created. This is possible with Get Records functionality, as it brings child records from Source record to Target record of the same entity. The user has to go to target records, click on the ‘Get Records’ button and select the source record. In mere seconds, the selected child records from the Source record will be copied to Target record.

Clone Custom Entity

Click2Clone enables users to Clone/Copy both Dynamics 365 CRM OOB as well as custom entities, thereby enhancing user productivity.

Customize Cloning with ease

Click2Clone provides users easy configuration along with the ability to select the fields to be carried over.

Clone Related Records

Users can easily carry over large sets of related records from 1:N & N:N relationships thereby saving time and effort.

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Copy Hierarchical Relationships

With Click2Clone, users can clone ‘Hierarchical relationships’ with ease making the tedious task appear effortless.

Identify Source Records

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

Update Cloned Records

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

Multiple Templates

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

Rule-based Selection

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

Child Templates

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

Automation

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

Frequently Asked Questions (FAQs)

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