Clone or Copy Bulk Records in Dynamics 365 CRM with Full Hierarchy and Relationships – Click2Clone

Managing record duplication in Dynamics 365 CRM often leads to repetitive manual effort, incomplete data copying, and broken relationships across entities. Native duplication methods do not support cloning full record hierarchies or related data, resulting in inefficiencies and inconsistent CRM data.

Click2Clone by Inogic solves this by:

• Cloning Dynamics 365 CRM records in a single click or in bulk
• Replicating complete parent-child relationships across 1:N and N:N hierarchies
• Performing a deep copy of records, including related entities and multi-level hierarchies
• Ensuring consistent, structured, and AI-ready CRM data

Beyond basic record duplication, Click2Clone enables prefix/suffix-based naming, advanced filtering for bulk operations, and complete relationship preservation, helping teams standardize processes and scale data management efficiently. Using Click2Clone, you can cut Record Duplication Time by 90% by instantly cloning Dynamics 365 CRM

Start your 15-day FREE trial today! Or click here to Get Quote, and begin cloning Dynamics 365 CRM records in minutes - no complex configuration required.

Key Capabilities

Clone Records Across Standard and Custom Entities.

• Copy records such as Opportunities, Quotes, Orders, Invoices, Cases, and Leads
• Supports both OOB and custom entities
• Enables flexible and accurate record duplication

Clone Parent-Child Relationships, Line Items & Related Data

• Clone related Products, Activities, Notes, and Attachments
• Preserve 1:N and N:N relationships
• Maintain a complete record structure during duplication

Deep Copy with Full Hierarchy and Relationships

• Perform a deep copy of multi-level parent-child relationships
• Retain full hierarchy and dependencies
• Ideal for complex record templates and structured data replication

Bulk Copy Dynamics 365 CRM Records with Advanced Filters

• Clone multiple records simultaneously
• Create multiple copies of a single record
• Apply advanced filters for targeted duplication
• Optimize bulk operations across sales, service, and operations workflows

Custom Naming for Cloned Records

• Apply automatic Prefix/Suffix to cloned records
• Differentiate copied records instantly
• Maintain clean and structured CRM data

Click2Clone supports Microsoft Dynamics 365 version 8.2 and above and Dataverse (Power Apps), with compatibility for both Online and On-Premises deployments.

Explore our website, online docs, or video library to learn more, or schedule a personalized demo with our Dynamics 365 experts at crm@inogic.com.

Part of Inogic’s 1-Click Productivity Suite

• Click2Export: Automate export of reports and document templates (Word, Excel, Email) from Microsoft Dynamics 365 CRM to PDF, Word, Excel, CSV, or TIFF and send out as an email attachment. Set up an automated schedule to export and email the reports as well.
• Undo2Restore acts as a powerful “Ctrl+Z” for Dynamics 365, allowing you to undo changes, restore deleted records, and recover historical data, including related records and hierarchies, quickly and accurately.

Explore Inogic’s suite of over 20+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, omnichannel, AI-Enabled Dynamics 365 Apps, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can transform your CRM experience!