Clone Dynamics 365 CRM Sales Order Records along with their Related Invoice Records!

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... Read More »

The post Clone Dynamics 365 CRM Sales Order Records along with their Related Invoice Records! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.