Overview

Available for

Clone Record Dynamics CRM

Dynamics CRM

2013 and Above

On-Premise, Online, and Partner-Hosted.

Dynamics CRM Clone Record

Available on 

Microsoft Appsource

Get started with 15 days free trial!

 
Clone Records Dynamics 365 Sales

Click2Clone is a productivity tool for Microsoft Dynamics 365 Customer Engagement which enables users to clone/copy Dynamics CRM records from any OOB as well as custom entities of Dynamics CRM to another including its related child records. 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.

FEATURES

Clone Record Dynamics CRM On Premises

Clone Dynamics 365 system as well as custom entities

Clone Child Records Dynamics CRM

Easy configuration with the ability to select the fields to be carried over 

Clone Relationship Dynamics CRM

Carry over related records from 1:N & N:N relationships

Copy Existing Records Dynamics CRM

Clone Dynamics 365 records with Workflows

Dynamics CRM Copy Record

Hierarchical relationship cloning supported 

Copy Record Dynamics CRM

Copy multiple Dynamics 365 records instantly

Copy Entity Records  Dynamics CRM

Ability to configure a template for an entity

Copy quote Dynamics CRM

Easily configure the Prefix & Suffix for cloned records

Clone Record Dynamics CRM On Premises

Identify the references of the source record on the cloned record and vice versa  

Clone Child Records Dynamics CRM

Clone details along with relationships of the record from one entity to another entity

Clone Relationship Dynamics CRM

Ability to have needful updates in data of the cloned record with the help of workflow

Copy Existing Records Dynamics CRM

Easy shortcuts for cloning in case of having multiple templates for a particular entity