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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to do clone in cas...
Customer experience | Sales, Customer Insights,...
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How to do clone in cases records using plugin

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Posted on by Md Arshad Warsi 90

I have created one custom button through ribbon work bench. once i click on button it should be clone the particular cases records through plugin. 

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  • Md Arshad Warsi Profile Picture
    Md Arshad Warsi 90 on at

    Lets assume i have case entity into that i have many records. If i select any one of the records and click on custom button (clone record) that record should be clone.

  • Inogic Profile Picture
    Inogic 682 on at
    Hi Md Arshad Warsi,
    For your requirement to clone case records using a custom button, I recommend using Click2Clone by Inogic. It’s a powerful cloning solution for Dynamics 365 CRM that eliminates the need for complex plugin logic.

    How Click2Clone Can Help:
    1. One-Click Cloning: Click2Clone lets you clone case records with just one click on the Click2Clone button.
    2. Workflow Integration: Instead of writing extensive plugin logic, you can configure an On-Demand Workflow using Click2Clone’s assembly. Your plugin can then call this workflow to perform the cloning.
    3. Supports Relationships: Easily clone cases along with related records (1:N or N:N relationships), ensuring all linked data is copied accurately.
    4. Error-Free and Consistent: By using predefined cloning templates, Click2Clone ensures consistent data and reduces manual errors.
    Here are some key features of Click2Clone:
    • Entity-to-Entity Cloning: Easily clone data across entities, like copying Opportunity details to an Order.
    • Deep Cloning: Clone hierarchical data, including related records like Quotes and Quote Lines.
    • Get Records: Copy child records from a source to a target record within the same entity.
    Click2Clone makes cloning efficient and simple, saving you time and effort. For more details or a demo, feel free to reach out at crm@inogic.com.
    If you are interested in testing the solution for your needs, then you should consider checking out our app for a 15-day free trial from our website or Microsoft AppSource.
     
    Thanks!
    Sam
    Website: www.inogic.com

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