Saminogic1131
Uploaded on May 8, 2023
Category
Technology
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.
Category
Technology
Copy/Clone Dynamics 365 CRM Records - Click2Clone
Automate or Click to Clone
records including related
child records
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Key Features
Configurable
Deep Copy AutomationEasy to configure with the ability to Ability to clone records with
select the fields to be carried over Ability to carry over related records Workflow along with data update
along with the prefix and suffix to from 1:N & N:N relationships. in new cloned record.
be added for cloned records.
Bulk Copy Set References Copy to Another
Quickly clone multiple Store reference of the source Entity Type
records at a time. record on the cloned record and Copy details & relationships from
vice versa. one entity type record to another.
Get Records Support Multiple Define Criteria
Define rules for copying related
Copy only related records from copies entity records
another record. At a time create multiple copies of
entity records with ease
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Available For
SUPPORTED VERSIONS DEPLOYMENTS
• Microsoft Dynamics 365 8.2 & • On-Premises
Above • Online
• Dataverse (Power Apps)
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Ease Of Access From Ribbon On Form and Entity
Home Page
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Store References
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Bulk Copy
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Support Multiple Copies
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Copy to another record type
Cloned Project
Selected Opportunity
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Copy only related records from another record
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Automate Cloning and Update the Cloned record
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Click2Clone Template Configuration
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Attribute/Relationships To Clone
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Supported Relationships
Click2Clone Supports Click2Clone Supports
1:N Relationships N:N Relationships
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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: [email protected]
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