The Perfect Solution to Clone Records, Child Records with Target Records in Dynamics 365 CRM!

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Clone Records in dynamics 365

In various businesses, there is often a need to create similar or identical records, such as when dealing with repeat customers, recurring orders, or similar projects. Manually creating duplicate records in these situations can be time-consuming and prone to errors, leading to data inconsistencies.

Click2Clone by Inogic, a Preferred app on Microsoft AppSource is a perfect solution for such businesses! It is designed to enhance the functionality of Microsoft Dynamics 365 CRM system. It is a productivity app that allows users to quickly and automatically clone or duplicate CRM records with ease. The solution is developed to address the common challenge of duplicating CRM records in a fast and error-free manner.

Although Click2Clone offers many features, in this blog we will particularly explore one feature of Click2Clone called the “Get Records” functionality.

Clone Records

Get Records allows users to bring child records from a source record to a target record of the same entity.

To use this feature, users need to first select the record relationship they want to copy, as shown in the screenshot below.

Clone Records

Users can then select the configured template, select the source record and the target record. Once done, Click2Clone will copy the selected child records from the source record to the target record.

Let’s explore this better with the help of a case study:

A successful manufacturing company named TechCo produced cutting-edge electronic devices. TechCo's business was thriving, and they had a substantial customer base. However, with growth came the challenge of managing a vast amount of customer records in their Microsoft Dynamics 365 CRM system.

TechCo's team used Dynamics 365 CRM and was responsible for handling three major records, those were:

  1. Customer Orders
  2. Tracking Support Tickets
  3. Maintaining Product Details (Such as warranties, quantity, price, and status.)

Often, they faced tedious tasks, such as:

  • Copying opportunity line items from one opportunity to another, while working on multiple opportunities.
  • They had to update product catalogues and create new product catalogues for specific regions.

With “Get Records” feature in Click2Clone, they could easily copy all of the line items from one opportunity to another, including the product, quantity, price, and status. This saved them lot of time and effort, as well as helped them to ensure that all of the line items are copied accurately.

Clone Records

Moreover, copying product catalogue items, from one product catalogue to another could also be achieved with Get Records!

Clone Records

TechCo's team earlier had to manually clone all the records in CRM and review to ensure consistency and avoid redundant entries. This manual process was time-consuming and prone to errors!

However, after they discovered the Get Records" feature by Click2Clone, they knew it was a perfect fit for their needs! They did not just transform their CRM operations, but also saved resources!

As they continued to grow, Click2Clone remained a trusted ally in their journey towards sustained success and customer satisfaction.

If you also want to experience this transformation and would like to implement this AppSource preferred solution in your organisation, signup here for a 15-day free trial today!

Inogic is also continually working to bring in more advanced capabilities to your Microsoft Dynamics 365 CRM environment! Check out our recently launched solution called WhatsApp4Dynamics that integrates WhatsApp Business with Dynamics 365 CRM.

For more information or to schedule a call with an expert for a detailed demo, send an email to crm@inogic.com.

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