Category Archives: Click2Clone

Optimize Healthcare CRM Efficiency and Enhance Patient Care with Click2Clone

Healthcare organizations are increasingly turning to Microsoft Dynamics 365 CRM to enhance their operational efficiency and patient care capabilities. CRM offers a robust platform for managing patient information, streamlining administrative processes, and facilitating better communication across departments. However, one of the greatest hindrances to the healthcare industry’s productivity when managing their processes with CRM is… Read More »

Clone Dynamics 365 CRM Sales Order Records along with their Related Invoice Records!

Sales teams using Dynamics 365 CRM have to frequently create new sales orders and invoices based on existing ones. Manually replicating each sales order record, its related fields (products, price list, potential customer, etc.), and its related invoice records is time-consuming and prone to errors. Imagine having a tool that not only clones your primary… Read More »

Webinar: Restore Deleted Dynamics 365 CRM Records, Clone, Export – 1 Click is what you need!

Are you tired of losing important data or spending countless hours manually restoring deleted records, cloning information, or exporting data from one application to another? Look no further! In this webinar, we will introduce you to the power of 1-click apps that can revolutionize your workflow and boost workplace productivity. Say goodbye to tedious tasks… Read More »

Cloning Records in Microsoft Dynamics 365 CRM with just 1 Click!

Microsoft Dynamics 365 is a powerful CRM tool that helps businesses manage customer relationships efficiently. It provides a comprehensive set of features that allow users to automate various business processes, streamline operations, and drive growth. However, cloning multiple records is still a struggle among sales reps. As per a report over 40% of sales professionals… Read More »

Clone multiple copies of your Microsoft Dynamics 365 CRM Records with just 1 click and more!

One of the reasons Microsoft Dynamics 365 CRM is the best business application for organizations looking to nurture customer relationships, is the way it keeps on improving day by day with new updates and release cycles. One of the key factors is also the way it allows ISV partners to fill in the gaps unintentionally… Read More »

New Age Automation App to Clone/Copy Records in Dynamics 365 CRM with just 1 Click

Here are some reasons why we should forgo manual data entry and switch to Automation: Manual data entry often results in – Errors leading to inaccuracies High cost and wastage of time Disengagement among employees Potential financial issues Potential compliance issues But according to some surveys, even today nearly 40% of employees using Dynamics 365… Read More »

Custom Development or Packaged solution from a 3rd party vendor – Make the right choice

Any implementation of a business app is aimed towards not only providing better services to your customers in terms of response time but also improving the efficiency and productivity of your users in delivering the best experiences. In this technologically advanced business world, being stuck with something as common as repetitive data entry on a… Read More »