Automate CRM records Creation
Clone Dynamics 365 records in 1 Click using Click2Clone
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What's Click2Clone?
Click2Clone is a productivity app designed to streamline copying/cloning records in Microsoft Dynamics 365 CRM. This powerful tool simplifies the process of copying records, including standard and custom entities and all related child records. By automating and accelerating data replication, Click2Clone reduces manual effort, saves time, and enhances accuracy. Upgrade your data management with Click2Clone for a faster and more accurate Dynamics 365 CRM experience.
Recent Updates
Optimized bulk data cloning for improved performance.
Added a Hierarchy Form for templates.
Upgraded rule mode functionality for deep cloning within the same entity.
Enhanced rule mode for deep cloning between different entities.
Information Vault
Benefits of using Click2Clone
Easily scale your sales operations with efficient data management.
Save time and effort by automating the record cloning process.
Eliminate repetitive tasks to concentrate on creative and developmental work.
Minimize data entry errors and increase productivity with one-click record creation.
Supported On
Dynamics 365 CRM
Online | On-Premises | Dataverse
Features
Here’s How It Streamlines Your Cloning Experience
Clone Dynamics 365 Records
Looking to replicate a record in a flash? With Click2Clone, you can clone a single record in just one click. Instantly copy everything, including notes, attachments, and custom fields—no hassle, no time wasted. This time-saving feature helps you quickly create new records based on your existing data, so you can focus on what matters most.
Click2Clone allows you to clone multiple records in just a few clicks. Simply select the records you want to duplicate, hit the ‘Click2Clone’ button, and watch as they are instantly cloned. What once took hours can now be completed in seconds, giving you more time to focus on high-priority tasks and strategic work.
Say goodbye to repetitive data entry! With Click2Clone, creating multiple copies of any OOB or custom entity record in Dynamics 365 CRM is as easy as a few clicks. Cut down record duplication time by up to 90% and streamline your workflow, letting you generate as many copies as needed—instantly.
Copy Records Between Entities
Need to copy related child records within the same entity? Click2Clone’s “Get Records” feature allows you to seamlessly transfer child records from a source to a target record. Just click the “Get Records” button, choose your source record, and watch as associated child records are instantly copied, streamlining your data management.
Click2Clone simplifies copying records from one entity to another. Easily transfer attributes, like from Opportunity to Order, by setting up your template and mapping fields. Just click ‘Click2Clone’ and instantly generate a new record with the selected data.
Deep Cloning
With Click2Clone’s deep cloning feature, you can effortlessly replicate entire record hierarchies in just a few clicks. Clone not only the main record, like an Opportunity, but also all related data, such as Quotes and Quote Lines, ensuring consistency and saving you valuable time and effort. Keep your workflows smooth and your data intact!
More Features
Automated Record Cloning
Click2Clone allows users to automate record cloning and effortlessly create multiple copies using customizable workflows.
Copy Hierarchical Relationships
With Click2Clone, you can clone ‘Hierarchical relationships’ with ease making the tedious task appear effortless.
Identify Source Records
Click2Clone enables easy identification of source record references on cloned records and vice versa.
Multiple Templates
Click2Clone offers convenient shortcuts for cloning using multiple templates for a given entity.
Rule-based Selection
Click2Clone allows users effortlessly select records for cloning by applying simple or advanced rules.
Update Cloned Records
Click2Clone empowers you to easily update the data in cloned records through automated workflows.
Copy & Conquer: Mastering Dynamics 365 CRM - Record Duplication with Click2Clone
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What Our Customers Are Saying?
Frequently Asked Questions
With Click2Clone, users can clone or copy both OOB as well as custom entity records in Dynamics 365 CRM effortlessly.
One of the features of Click2Clone is to enable users to create multiple copies of the record as per their business requirement.
Yes, with Click2Clone users can easily clone records with more than 100 line items.
Yes, Click2Clone allows user to clone records from one entity to another entity including custom entities.
Reach out to us today to know more!
