Clone Dynamics 365 CRM Sales Order Records along with their Related Invoice Records!
Sales teams using Dynamics 365 CRM can save time and reduce errors by using the Click2Clone app by Inogic. This app automates the record cloning process, allowing users to clone/copy records across entities and clone a record along with its related child records. The process of cloning sales orders and their related records becomes simple with Click2Clone. Users can select the sales order to clone, choose Click2Clone from the menu, select a cloning template, initiate the cloning process, and review the cloned records. Click2Clone also offers features such as one-click cloning, clone automation, entity-to-entity cloning, deep cloning, and the ability to copy related child records. By automating the cloning process, Click2Clone increases efficiency, reduces errors, ensures consistency and standardization, and enhances productivity.
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