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

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 - Click2Clone, Click2Export & 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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