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

  • Inogic Profile Picture
    Inogic 24,083 on at
    How to do clone in cases records using plugin
    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
  • Md Arshad Warsi Profile Picture
    Md Arshad Warsi 90 on at
    RE: How to do clone in cases records using plugin

    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 24,083 on at
    RE: How to do clone in cases records using plugin

    Hi,

    Your requirement can be easily achieved using our Click2Clone product.

    In Click2Clone we support cloning records using workflow.

    You can create an On-demand workflow and call our Click2Clone cloning assembly.

    From plugin you need to just call the workflow which will then clone the records.

    To know more how to configure a workflow to clone record please follow this link.

    To know more about Click2Clone please this link for configuration and feature guide please follow this link.

    Thanks!

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