Click2Clone – Copy and Clone Records in Dynamics 365 CRM with One Click

About This Solution

Click2Clone is an advanced data cloning app for Dynamics 365 CRM that makes it easy to copy records in Dynamics CRM with a single click. Instead of manually recreating records, users can instantly clone records in Dynamics 365 CRM, including all related data, relationships, and hierarchical structures.

Whether you need to copy a record, duplicate an opportunity, or copy quotes in Dynamics 365, Click2Clone simplifies the entire process. It allows users to copy records in Dynamics CRM along with related entities such as products, activities, notes, attachments, and line items while preserving all relationships. Click2Clone supports deep cloning of records with 1:N and N:N relationships, enabling teams to replicate complex record hierarchies quickly and accurately. With bulk cloning capabilities, organizations can duplicate multiple records simultaneously, saving time and reducing repetitive manual work.

By enabling quick Dynamics CRM clone operations, Click2Clone helps organizations improve productivity, maintain data consistency, and eliminate errors caused by manual data entry.

• Click2Clone is available for Microsoft Dynamics 365 CRM (version 8.2 and above).
• Dataverse (Power Apps)
• Supports both Dynamics 365 online and on-premises environments.

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Key Features

• Clone Records Across Standard and Custom Entities: Easily duplicate records such as Opportunities, Quotes, Orders, Invoices, Cases, Leads, and custom entities in Dynamics 365 CRM, supporting both out-of-the-box and user-defined entities.
• Clone Records with Relationships and Line Items: Copy the main record along with related records such as Products, Activities, Notes, and Attachments while preserving existing 1:N and N:N relationships.
• Deep Copy Hierarchical Records: Perform deep cloning of parent-child relationships and multi-level record hierarchies, making it easy to replicate complex record structures or templates.
• Bulk Record Cloning with Advanced Filters: Clone multiple records simultaneously using bulk cloning capabilities and filtering options, helping teams quickly duplicate large sets of data.
• Customizable Naming for Cloned Records: Automatically apply prefixes or suffixes to cloned records so that each copy can be easily identified and distinguished from the original.

Business Benefits

• One-Click Record Cloning: Duplicate records instantly without manual re-entry of data.
• Complete Data Replication: Clone records along with related entities, line items, and attachments.
• Bulk Cloning for Efficiency: Copy multiple records at once using advanced filtering options.
• Supports Complex Hierarchies: Deep clone parent-child relationships and multi-level data structures.
• Flexible for Any Business Scenario: Works with both standard and custom entities in Dynamics 365.
• Improved Productivity and Accuracy: Reduce manual effort while maintaining consistent CRM data.

Why Choose Click2Clone?

Dynamics 365 users often need to recreate records that share similar data structures. Manually entering the same information repeatedly can be time-consuming and prone to errors. Click2Clone simplifies this process by enabling instant record duplication with all related data intact, helping teams save time and maintain data consistency.

With Click2Clone, organizations can:

• Eliminate repetitive data entry when creating similar CRM records
• Maintain data accuracy by preserving relationships and structures
• Quickly replicate complex record hierarchies and templates
• Improve productivity for sales, service, and operational teams
• Standardize record creation across Dynamics 365 processes