Tag Archives: Clone Copy Records

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 »

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 »

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 »

Just 1 Click to Clone records, Export reports or Undo changes within Dynamics 365 CRM – Try Now!

Do Clicks matter? If yes then its time to explore our range of 1 Click Productivity Apps Click2Clone – Clone/Copy Dynamics 365 CRM records in one click Click2Export – Export Dynamics 365 CRM Report/CRM Views/Word/Excel template in one click Click2Undo – Undo & Restore Dynamics 365 CRM data in one click The speciality of these… Read More »

1 Click? Yes just 1 Click to clone Multiple Copies of Dynamics 365 CRM records and automate it too!

In your everyday tasks while using Dynamics 365 CRM you come across various activities which are tedious, monotonous and time consuming like creating Opportunities or Quotes with more than 25 line items and so on. In order to ease your way around these tedious activities we introduced an exclusive app – Click2Clone. Click2Clone, a 1-Click… Read More »