Copy, Export or Undo in 1 Click - Enhance Productivity Within Dynamics 365 CRM

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Be it any industry, there is a list of mundane and recurring tasks that you have to do daily. Updating records, exporting data, creating quotes, orders, opportunities, etc. are some of them.  Approx. 40% of CRM users claim that a quarter of the week is spent on such mundane and repetitive tasks. With 1 Click productivity apps -  Click2CloneClick2Export & Click2Undo – enhance your Dynamics 365 CRM productivity by reducing your daily workload and freeing your time for more productive work. Get detailed information on the following key features of these 3 popular 1 Click Apps in this webinar.

Click2Clone:

  • Clone single or multiple records along with hierarchies or related records
  • Clone multiple copies of a record
  • Copy records of one entity type to another entity type along with child relationships
  • Bring over only related records from another record
  • Automate the process of cloning with workflows

Click2Export:

  • Export the SSRS Report/Excel Template/Word Templates in the desired format and Attach it to an email
  • Attach exported Report/Word templates as Note against the record for which they are exported
  • Upload exported Reports/Word Templates to SharePoint
  • Email data from CRM Views as inline formatted tabular reports
  • Auto-Schedule emails with Report/CRM Views/Word/Excel Templates at desired intervals

Click2Undo:

  • Undo last changes done to Dynamics 365 CRM record
  • Restore historic updates from audit logs
  • Undo changes for multiple records in one go
  • Restore deleted records from audit logs


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