Clone or Copy Bulk Records in Dynamics 365 CRM - Click2Clone

Click2Clone by Inogic is a purpose-built native productivity app for Microsoft Dynamics 365 CRM and Dataverse (Power Apps) that enables you to clone or copy Dynamics 365 records in a single click, complete with related data, CRM relationships, and full hierarchical structures. It fully supports deep copying of CRM records, covering hierarchical 1:N and N:N relationships, including child and associated records. Click2Clone also lets you auto-apply prefixes or suffixes to every cloned record, keeping your Dynamics CRM copied record uniquely identifiable.

Eliminate repetitive data entry and save time by cloning both out-of-the-box (OOB) and custom entity records with their related data. Whether cloning a single record or performing bulk copy operations across entities, Click2Clone delivers a fast, reliable, and scalable solution for sales, service, and operations teams.

By standardizing record structures and preserving relationships, it also helps create clean, consistent, AI-ready CRM data, improving the accuracy of reporting, automation, and insights across Dynamics 365 and Power Platform.

Click2Clone supports Microsoft Dynamics 365 version 8.2 and above, as well as Dataverse (Power Apps). It is fully compatible with both Dynamics 365 CRM On-Premises and Online environments.

Start your 15-day FREE trial today! Or click here to Get Quote as per your requirements!

Contact us at crm@inogic.com to get a complete demo from our technology experts.

Why Click2Clone?

• Clone complete records with relationships and hierarchies in a single click
• Eliminate repetitive manual data entry and reduce human errors
• Save time with bulk cloning and reusable record structures
• Maintain consistent, high-quality CRM data across teams
• Support scalable processes for sales, service, and operations
• Build structured, AI-ready data for better reporting and automation

Key Features & Benefits

• Clone & Copy Records Across Standard and Custom Entities: Easily copy Dynamics 365 records such as Opportunities, Quotes, Orders, Invoices, Cases, and Leads. Supports both OOB and custom entities, enabling flexible record duplication across your CRM.
• Clone Dynamics CRM Relationships, Line Items & Related Data: Go beyond basic record copying by cloning related Products, Activities, Notes, and Attachments while preserving 1:N and N:N relationships for complete data continuity.
• Deep Copy Dynamics 365 Records with Full Hierarchy: Perform a true deep copy of Dynamics 365 records, replicating parent-child structures and multi-level hierarchies with full fidelity. Ideal for duplicating complex record templates or cascading records across the entire hierarchy.
• Bulk Copy of Dynamics 365 Records with Advanced Filters: Use bulk copy capabilities to clone multiple Dynamics 365 records with smart filtering options to clone multiple records simultaneously, perfect for mass duplication tasks across sales, service, or operations workflows.
• Custom Naming for Cloned Records: Automatically apply a Prefix/Suffix to each record, making it instantly distinguishable from the source and maintaining clean, organized CRM data.

To learn more about Click2Clone, visit our website, online docs, or video library.

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!