In various businesses, there is often a need to create similar or identical records, such as when dealing with repeat customers, recurring orders, or similar projects. Manually creating duplicate records in these situations can be time-consuming and prone to errors, leading to data inconsistencies.
Although Click2Clone offers many features, in this blog we will particularly explore one feature of Click2Clone called the “
To use this feature, users need to first select the record relationship they want to copy, as shown in the screenshot below.
Users can then select the
Let’s explore this better with the help of a case study:
A successful manufacturing company named TechCo produced cutting-edge electronic devices. TechCo’s business was thriving, and they had a substantial customer base. However, with growth came the challenge of managing a vast amount of customer records in their Microsoft Dynamics 365 CRM system.
TechCo’s team used Dynamics 365 CRM and was responsible for handling three major records, those were:
- Customer Orders
- Tracking Support Tickets
- Maintaining Product Details (Such as warranties, quantity, price, and status.)
Often, they faced tedious tasks, such as:
- Copying opportunity line items from one opportunity to another, while working on multiple opportunities.
- They had to update product catalogues and create new product catalogues for specific regions.
With “Get Records” feature in Click2Clone, they could easily copy all of the line items from one opportunity to another, including the product, quantity, price, and status. This saved them lot of time and effort, as well as helped them to ensure that all of the line items are copied accurately.
Moreover, copying product catalogue items, from one product catalogue to another could also be achieved with Get Records!
TechCo’s team earlier had to manually clone all the records in CRM and review to ensure consistency and avoid redundant entries. This manual process was time-consuming and prone to errors!
However, after they discovered the Get Records” feature by Click2Clone, they knew it was a perfect fit for their needs! They did not just transform their CRM operations, but also saved resources!
As they continued to grow, Click2Clone remained a trusted ally in their journey towards sustained success and customer satisfaction.
If you also want to experience this transformation and would like to implement this AppSource preferred solution in your organisation, signup here for a
Inogic is also continually working to bring in more advanced capabilities to your Microsoft Dynamics 365 CRM environment! Check out our recently launched solution called
For more information or to schedule a call with an expert for a detailed demo, send an email to [email protected].