Click2Clone - Copy/Clone Dynamics 365 CRM Records

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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.

Software

Automate or Click to Clone
records including related
child records
crm@inogic.com

Key Features
crm@inogic.com
Support Multiple copies
At a time create multiple copies of
entity records with ease
Configurable
Easy to configure with the ability to
select the fields to be carried over
along with the prefix and suffix to
be added for cloned records.
Deep Copy
Ability to carry over related records
from 1:N & N:N relationships.
Automation
Ability to clone records with
Workflow along with data
update in new cloned record.
Bulk Copy
Quickly clone multiple
records at a time.
Set References
Store reference of the source
record on the cloned record and
vice versa.
Copy to Another Entity
Type
Copy details & relationships from
one entity type record to another.
Get Records
Copy only related records from
another record.
Define Criteria
Define rules for copying related
entity records

Available For
SUPPORTED VERSIONS
• Microsoft Dynamics 365 8.2 &
Above
• Dataverse (Power Apps)
DEPLOYMENTS
• On-Premises
• Online
crm@inogic.com

Ease Of Access From Ribbon On Form and Entity Home Page
crm@inogic.com

Copy to another record type
Selected Opportunity
Cloned Project
crm@inogic.com

Copy only related records from another record
crm@inogic.com

Automate Cloning and Update the Cloned record
crm@inogic.com

Click2Clone Template Configuration
crm@inogic.com

Attribute/Relationships To Clone
crm@inogic.com

Supported Relationships
Click2Clone Supports
1:N Relationships
Click2Clone Supports
N:N Relationships
crm@inogic.com

Next Steps
Learn more about Click2Clone today.
Get your free Click2Clone trial now from
our website or Microsoft AppSource!
Get started with Click2Clone Videos
Email: crm@inogic.com
crm@inogic.com

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Click2Clone - Copy/Clone Dynamics 365 CRM Records

1. Automate or Click to Clone records including related child records crm@inogic.com

2. Key Features crm@inogic.com Support Multiple copies At a time create multiple copies of entity records with ease Configurable Easy to configure with the ability to select the fields to be carried over along with the prefix and suffix to be added for cloned records. Deep Copy Ability to carry over related records from 1:N & N:N relationships. Automation Ability to clone records with Workflow along with data update in new cloned record. Bulk Copy Quickly clone multiple records at a time. Set References Store reference of the source record on the cloned record and vice versa. Copy to Another Entity Type Copy details & relationships from one entity type record to another. Get Records Copy only related records from another record. Define Criteria Define rules for copying related entity records

3. Available For SUPPORTED VERSIONS • Microsoft Dynamics 365 8.2 & Above • Dataverse (Power Apps) DEPLOYMENTS • On-Premises • Online crm@inogic.com

4. Ease Of Access From Ribbon On Form and Entity Home Page crm@inogic.com

5. Store References crm@inogic.com

6. Bulk Copy crm@inogic.com

7. Support Multiple Copies crm@inogic.com

8. Copy to another record type Selected Opportunity Cloned Project crm@inogic.com

9. Copy only related records from another record crm@inogic.com

10. Automate Cloning and Update the Cloned record crm@inogic.com

11. Click2Clone Template Configuration crm@inogic.com

12. Attribute/Relationships To Clone crm@inogic.com

13. Supported Relationships Click2Clone Supports 1:N Relationships Click2Clone Supports N:N Relationships crm@inogic.com

14. Next Steps Learn more about Click2Clone today. Get your free Click2Clone trial now from our website or Microsoft AppSource! Get started with Click2Clone Videos Email: crm@inogic.com crm@inogic.com

Click2Clone - Copy/Clone Dynamics 365 CRM Records

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