A part of work carried out by Dynamics 365 CRM users in an organization consists of duplication of records. Creating duplicate records of existing records saves time and effort on the part of Dynamics 365 CRM users. To achieve such a feat, Microsoft has its own share of ISV solutions that enhances the productivity of Dynamics 365 CRM. One such solution is our Click2Clone.
Click2Clone as aptly named, is a 1 Click solution to clone Dynamics 365 CRM records. Now, it is also a Microsoft Preferred Solution on AppSource which is quite popular and in high demand among Dynamics 365 CRM users.
So let us see What, How and Why Click2Clone is a must have app for Dynamics 365 CRM users.
Click2Clone is a 1-click productivity app to copy/clone Dynamics 365 CRM records along with related child records. It reduces manual entry of duplicate records and automates the process of cloning with workflows. Click2Clone helps in deep cloning of records for hierarchical relationships and configures prefix/suffix to create unique names.
Users can define various templates for an Entity defining their desired cloning requirements. Cloning of records for One Entity to another Entity as well as copying of only related records within same Entity can be done. With Click2Clone, users can set the reference of the newly created record on the source record and vice versa to identify each other. It can also carry over related records from 1:N and N:N relationships and, copy records with large set of child records.
Click2Clone has some astounding features that takes it one step ahead in accomplishing the required tasks set by the Dynamics 365 CRM users. So let’s go through them one-by-one.
Suppose you have to clone a record which consists numerable data that is not easy to duplicate. With Click2Clone you can copy/clone existing Dynamics 365 CRM records along with the child records and also carry over related records supporting 1:N and N:N relationships.
Sometimes it becomes necessary to copy/clone only selected attributes of one entity to the newly created record of another entity. In such cases, Click2Clone helps you to clone/copy only selected attributes, thus, effectively transferring required data with just a click.
Automated cloning of records becomes possible with Click2Clone as it enables you to create workflows which can be run on-demand or by setting off a trigger. This results in smooth culmination of business process in minimum required time.
In some cases it is required to clone/copy only related items from a record to another record of same entity. Here, with Click2Clone you will be able to copy/clone only related records which helps to bring the selected relationships from source record to the target record.
Here, you can set the reference of the newly created record on the source record and vice versa. In this way you can update the required data in the cloned record with the help of set references using workflow. Further this will make it easier for you to identify the source record from which the cloned record was created and vice versa.
In other words, it can be said that since the process of cloning is reduced to a mere click, our 1-click app clones records without any complexity. No need to create plugins or workflows manually. Ensure smooth cloning from one Entity to another entity along with relationships and copying only related records. Deep links or hierarchical relationships are also carried forward for both 1:N and N:N relationships. Bulk cloning or cloning multiple records is possible with just a single click. These features enhances Dynamics 365 CRM user productivity further resulting in increased ROI.
Get a FREE trial of 15 days and learn more about Click2Clone from our Website or Microsoft AppSource.
The post 5 ways how Click2Clone helps to smartly Clone/Copy your Dynamics 365 CRM Records appeared first on CRM Software Blog | Dynamics 365.