Clone Dynamics 365 CRM Sales Order Records along with their Related Invoice Records! — Microsoft Dynamics 365 CRM Tips and Tricks

Sales teams using Dynamics 365 CRM have to frequently create new sales orders and invoices based on existing ones. Manually replicating each sales order record, its related fields (products, price list, potential customer, etc.), and its related invoice records is time-consuming and prone to errors.

Imagine having a tool that not only clones your primary records but also their related records seamlessly, saving you time and reducing errors.

Enter Click2Clone app by Inogic, a powerful app designed to automate the record cloning process in Dynamics 365 CRM.

Click2Clone (Certified Software on Microsoft AppSource) is a 1 — click productivity app that enables Dynamics 365 CRM users to clone/copy records across entities (OOB or Custom). Clone single records, clone multiple records at once, or Create multiple copies of a single CRM record, additionally, you can also clone a record along with its related child records. By automating the record cloning process, Click2Clone significantly reduces the amount of time spent on repetitive data entry.

With Click2Clone, the process of cloning sales orders along with their related records, like invoices, becomes a breeze:

1. Select the Sales Order to Clone: Open the sales order record you want to clone in Dynamics 365 CRM.

2. Choose Click2Clone from the Menu: Click the “Click2Clone” button in the ribbon menu.

3. Select the Cloning Template: Choose a pre-configured template that specifies which related records should be cloned along with the primary sales order record.

4. Initiate the Cloning Process: Once you’ve selected the template and specified the number of copies to be created, click on “OK” to start the cloning process. The Click2Clone app will now replicate the selected sales order and all its related records based on the template configuration.

5. Record is Cloned: Now a cloned copy of the Sales Order along with its related invoice record will be created with a prefix — copy.

Review the cloned records and make any necessary adjustments. Once satisfied, save the new sales order.

By using Click2Clone app, the sales team can quickly generate new sales orders that mirror previous ones, ensuring accuracy and saving significant time.

Here are some more Key Features of Click2Clone App:

1. Clone Records: Click2Clone allows users to clone single, multiple records simultaneously or create multiple copies of a single record, which is useful for sales teams needing to duplicate sales orders, quotes, or invoices frequently.
2. One-Click Cloning: Click2Clone makes cloning records as easy as clicking a button. You can replicate notes, attachments, or custom fields, saving time and effort by creating new records from existing ones.
3. Clone Automation: Configure Click2Clone to automate the cloning process without human intervention, either on demand or when the record changes.
4. Entity-to-Entity Cloning: This feature allows users to clone records across different entities. For example, you can copy details from an Opportunity entity to an Order entity with a single click.
5. Deep Cloning: Click2Clone supports hierarchical cloning, enabling the duplication of all related records. For instance, cloning an Opportunity record can include its associated Quotes and Quote Lines, ensuring data consistency.
6. Get Records: The “Get Records” feature copies related child records within the same entity. Click the “Get Records” button in the target record and select the source record to copy child records in seconds.

Benefits of Click2Clone App:

Automating the cloning process with Click2Clone dramatically reduces the time spent on manual data entry and ensures that records are duplicated accurately.

By cloning related records automatically, Click2Clone minimizes the risk of missing or incorrect data, leading to more reliable CRM data management.

Increased Efficiency:

Using templates ensures that all cloned records follow a consistent format, which is crucial for maintaining data integrity and standardization across the CRM system.

Reduced Errors:

Teams can focus on more strategic tasks rather than getting bogged down by repetitive data entry, thereby boosting overall productivity.

Takeaway

Consistency and Standardization:

Click2Clone by Inogic is a game-changer for organizations using Dynamics 365 CRM. Its ability to clone records along with their related records effortlessly streamlines workflows, reduces errors, and enhances productivity. Whether you’re in sales, marketing, or customer service, Click2Clone can help you manage your CRM data more effectively and efficiently.

If you’re looking to optimize your Dynamics 365 CRM experience, give Click2Clone a try and see the difference it can make in your daily operations.

Enhanced Productivity:

Visit our product documentation site for more information about the app’s features.

You can get this amazing cloning app for a 15-day free trial from our Website or Microsoft AppSource.

Feel free to connect with us at crm@inogic.com to schedule a personalized app demo.

Originally published at https://www.inogic.com on June 14, 2024.