Hi there! While it's commendable that you've tried JavaScript and workflows to achieve case cloning, there's a much simpler solution available: Click2Clone app by Inogic.
Click2Clone is an app on Microsoft AppSource that lets you clone Dynamics 365 CRM records with just a click of a button, eliminating the need to create custom coded solutions or complex workflows. Here's how Click2Clone addresses your specific needs:
• One-Click Cloning: The primary benefit of utilizing Click2Clone is its ability to effortlessly duplicate records with just a click of a button. This includes notes, attachments, and custom fields. By leveraging existing records, you can streamline the process of creating new ones, saving both time and effort.
• Clone Automation: By integrating Click2Clone into your workflow, you can automate the cloning process, eliminating the need for manual intervention. Depending on your workflow requirements, cloning can be triggered either on demand or when specific record changes occur.
• Entity-To-Entity Cloning: Click2Clone enables the cloning of records across different entities. For instance, users can seamlessly transfer details from one entity to another, such as copying Opportunity entity information to an Order entity. This is achieved by simply accessing the record in the source entity, clicking the Click2Clone button, and generating a new record in the target entity with identical details.
• Deep Cloning: Click2Clone offers deep cloning functionality, allowing for the hierarchical duplication of interconnected records. This means that when cloning a record, all associated records within its hierarchy can be cloned simultaneously. For instance, cloning an Opportunity record would also replicate its associated Quotes along with the respective Quote Lines. This feature not only saves time and effort but also ensures data consistency and integrity.
• Get Records: This feature facilitates the quick transfer of child records from a source record to a target record within the same entity. By clicking the "Get Records" button within the target record and selecting the source record, child records are swiftly copied over, enhancing efficiency.
There is much more to Click2Clone’s amazing features.
If you are interested in trying the app for your record cloning needs, then you can get it for a 15-day free trial from our website or Microsoft AppSource.
Thanks!
