Dynamics Community Forum Thread Details

Cloning of records

I had four entities such as entity1, entity2, entity3 and entity4. Entity2 and entity3 records are linked to entity1 records. entity4 records are linked to entity3. I need the functionality to clone one or more records of entity1 (need to clone some specified fields values only, not all values ) manually in CRM. Then, i need the functionality that it will automatically clone the related records of entity2 and entity3 (need to clone some specified fields values only, not all values ). Along with, i need the functionality that it will automatically clone the entity4 records.

example: Let entity1 records are named as A and B, entity2 records are named as C and D (which are linked to entity1 record A and B), entity3 records are named as E and F(which are linked to entity1 record A and B) and entity4 records are named as G and H(which are linked to entity3 record E and F).

First i need to clone the records A and B manually, that means, let A-clone and B-clone is created.

Then, i need, it will automatically create the clone records for related records also. That means, it will create C-clone and D-clone. It will also create E-clone and F-clone.

Then it will automatically create clone records for G and H also as G-clone and H-clone.

I know this is very complex. Please help me out of this problem.

Click2Clone app by Inogic is a perfect solution for your complex record cloning scenario in Microsoft Dynamics 365 CRM. The app lets you clone records alongside related child records. By automating the process of generating new records, Click2Clone significantly diminishes the time spent on repetitive data entry and boosts productivity.

Here's how the Click2Clone app can help:

Selective Field Cloning: Click2Clone allows you to define templates that specify which fields from the source record (entity1) you want to copy to the cloned record (A-clone, B-clone). You don't have to clone every field, just the ones you need.
Automatic Child Record Cloning: Click2Clone can be configured to automatically clone related child records (entity2 and entity3) when you clone the parent record (entity1). This eliminates the need to manually create C-clone, D-clone, E-clone, and F-clone.

Steps to achieve your cloning needs with Click2Clone:

1. Create Click2Clone Templates:

Design a template for entity1, specifying the fields to clone for A-clone and B-clone.
Create a separate template for entity3, specifying the fields to clone for E-clone and F-clone (this template will also handle cloning linked entity4 records - G and H).

2. Configure Automatic Child Record Cloning:

Within the entity1 Click2Clone template, configure it to automatically clone linked entity2 and entity3 records based on the relationships.

3. Manual Cloning of Entity1 Records:

Manually select entity1 records (A and B) you want to clone.
Trigger the Click2Clone template you created for entity1 by clicking on the Click2Clone button.

4. Automatic Cloning Chain Reaction:

Cloning entity1 (A and B) will automatically trigger the child record clones (C-clone, D-clone, E-clone, and F-clone) based on your template configuration.
Optionally, you can then trigger the separate entity3 template to clone the linked entity4 records (G and H) for a complete clone.

Overall, Click2Clone automates most of the cloning process, saving you significant time and effort compared to manual cloning.

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.

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