is a Microsoft AppSource Preferred productivity app which enables users to clone/copy records from any OOB as well as custom entities of Dynamics 365 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.
Key Features of Click2Clone are as follows:
1. Clone single as well as multiple records in one click.
2. Clone records with the help of templates as well as workflows.
3. Copy records from one entity to another entity record.
4. Choose simple or advanced Rule Mode to select records for cloning.
5. Copy related/associated child records from one record to another record within the same entity.
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Click2Clone
Average rating:
18 reviews
Jun 28, 2023
byNickel, Gregg onClick2Clone
Big time saver!
Click2Clone is a big time saver for our sales team. They no longer have to re-enter all of the opportunity information each time they have sales to the same client.
Dec 29, 2022
byPRIMOŽ VIDMAR onClick2Clone
Clone is fun
Nice functionality that should be built in. Can be a big time saver and it is pretty easy to configure what you need. We are moving a bunch of contracts that are more or less the same but we should do it manually because they are not the same 🙂
Jun 6, 2020
byMike Springer onClick2Clone
Easy to Configure
Great solution for non-developer admins to achieve robust cloning functionality.
Jun 14, 2022
byBlue Sprout onClick2Clone
Great cloning tool with great options
We’re very impressed with Click to Clone, and find it extremely user-friendly and invaluable for our business. We would highly recommend it – definitely 5 stars
Dec 28, 2022
byArun Gupta onClick2Clone
Great functional tool for D365
This is indeed a great tool which helps to solve multiple use cases in several different applications therefore saves lot of time and effort on development. Additionally their customer service team is super responsive in case of any questions/concerns. Highly recommended for any D365 implementation.
May 27, 2020
byMichael Smith onClick2Clone
Great Product and Excellent Support
Product has worked to our expectations and provides our users with a tool to save them tons of time. Support has been extremely responsive to any and all questions. Even setting up Team meetings late in their local time to accommodate me and my local time. Highly recommend this Product!
Mar 17, 2023
byMonique Siley onClick2Clone
Great Product and Good Customer Service Team
This product is great and very useful for creating clone records in Dynamics to help reduce workload. Good customer support team as always, thanks for your continued product support.
Dec 28, 2022
bySzymon Szczepanowski onClick2Clone
Great Product and really good support
After writing email to Inogic with my problem running the product, I received Teams invite within 10 minutes for a call that completely solved my issue in another 10 minutes. Appreciate speed and accuracy. The product itself is of a great help in everyday use of CRM.
Jan 23, 2020
bySzymon Szczepanowski onClick2Clone
Great Product and really good support
After writing email to Inogic with my problem running the product, I received Teams invite within 10 minutes for a call that completely solved my issue in another 10 minutes. Appreciate speed and accuracy. The product itself is of a great help in everyday use of CRM.
Apr 5, 2023
byDiane Wood onClick2Clone
Great Product Experience
Not only is this product easy to use, the customer service is excellent.
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Posted in | Comments Off on Click2Clone - Clone or Copy Dynamics 365 CRM Records
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