How to Instantly Copy Data Across Entities in Dynamics 365 CRM in 1 click!

Manually recreating similar records in Dynamics 365 CRM can be a tedious and error-prone process. Sales teams often spend hours copying data for repeat orders, pricing templates, or customer details—time that could be better spent closing deals. While Power Automate offers a way to duplicate records, it requires complex configurations and isn’t always efficient.

In this blog, we’ll explore how Click2Clone by Inogic simplifies record duplication in Dynamics 365 CRM with just a single click. From cloning individual records to bulk duplication and cross-entity copying, discover how this powerful solution boosts efficiency, reduces errors, and helps sales teams focus on what truly matters—driving revenue.

Pain Point of Lisa

Meet Lisa, a sales manager at TechNova Solutions. She leads a dynamic team managing multiple client accounts within Dynamics 365 CRM. Her team frequently works on proposals, orders, and contracts that share similar details. Instead of spending time recreating these records manually, they could simply clone them. That’s where Click2Clone, comes in—making record cloning quick, effortless, and repeatable.

The Struggle of Copying Data Manually

Whenever a client places a repeat order or a new lead comes in with similar requirements, Lisa’s team spends hours copying records manually. They have to ensure that all related details, including order line items and client preferences, are transferred accurately. This process is not just time-consuming but also prone to errors. A simple mistake—such as missing a critical discount or selecting the wrong product—can lead to costly rework and delays.

Lisa knew they needed a better way to handle this. That’s when she discovered Click2Clone, a one-click solution designed to streamline record cloning in Dynamics 365 CRM.

Click2Clone to the Rescue

Lisa decided to implement Click2Clone, and the results were instant. With just one click, her team could now clone records in Dynamics CRM, including all related child records. No more manual copying, no more errors—just efficient and accurate data replication.

Real-World Impact: Cloning a Bulk Order in Seconds

One of Lisa’s biggest clients, GreenTech Industries, recently placed a new order similar to their previous one. Instead of manually entering all details, Lisa’s team used Click2Clone to create an exact copy of the order within Dynamics 365.

• They navigated to the Sales Hub and selected the original order.
• With one click on the Click2Clone button, a Dynamics 365 clone record was generated instantly.
• All relevant details, including order items and pricing, were automatically copied, saving hours of manual work.
• The system even tagged the original order as the source, making it easy to track and reference.

The result? What once took hours was now done in seconds!

Scaling Efficiency: Cloning Multiple Records in One Go

Beyond single records, Lisa’s team often needs to clone multiple records at once. For instance, during quarterly promotions, they have to duplicate multiple pricing templates for different regions. Instead of copying each one individually, Click2Clone allows them to copy multiple records in a single click.

• They selected multiple pricing templates.
• Clicked on Click2Clone.
• Refreshed the grid, and all new copies appeared instantly.

Now, Lisa’s team can focus more on closing deals rather than spending time on repetitive data entry.

Creating Multiple Copies for Mass Orders

Another game-changing feature for Lisa was the ability to create multiple copies of a record. When a bulk order came in requiring multiple variations of the same product, Click2Clone allowed them to generate several copies of an order at once. With just a few simple configurations, the team could define:

• The number of copies needed
• Custom suffixes to differentiate them
• Whether they wanted to allow last-minute edits before cloning

This eliminated confusion and streamlined order processing significantly.

Copying Data Across Entities

Lisa also found Click2Clone helpful for moving data between different entities. For example, when converting opportunities into orders, the tool seamlessly cloned records from Dynamics CRM without requiring re-entry of customer details. With a simple click, opportunities became fully detailed orders, improving conversion rates and customer satisfaction.

The Big Win: Faster Sales, Happier Customers

Thanks to Click2Clone, Lisa’s team cut down their record duplication time by over 70%. They could now handle more clients, reduce errors, and focus on what truly matters—closing deals.

If your team is struggling with the manual duplication of records in Dynamics 365 CRM, it’s time to embrace automation with Click2Clone. Say goodbye to tedious data entry and hello to effortless efficiency!

Not sure how Click2Clone would work in your Microsoft Dynamics 365 CRM system? Try it before you commit!

Experience Click2Clone in action with our 15-day free trial. Download the app from Inogic Website or Microsoft Appsource – no credit card required, no obligation! See first-hand how Click2Clone streamlines record duplication, saving you time and effort while boosting productivity.

Have any doubts or want to schedule a demo? Reach us at crm@inogic.com.

The post How to Instantly Copy Data Across Entities in Dynamics 365 CRM in 1 click! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

Original Post https://www.inogic.com/blog/2025/02/how-to-instantly-copy-data-across-entities-in-dynamics-365-crm-in-1-click/