Record Cloning for Dynamics 365 & Power Apps
Enable users to quickly clone any record, as well as any related records.
Save Valuable Time
Skip manually copying and pasting, or even re-typing, field data from an existing record to a new one.
Decide what needs to be copied over, and what doesn't.
Apply Where Needed
Record Cloning works on any record type in Dynamics 365 and model-driven apps.
How Record Cloning for Dynamics 365 Works
Our Record Cloning solution allows us to clone any record in the system as well as any immediate related records quickly…
Our Record Cloning solution allows us to clone any record in the system as well as any immediate related records quickly and easily.
If we take a look at this opportunity, we can see that in the top left hand corner we have a clone button. If we click this button we'll be taken to a page asking us to confirm the cloning. Once you've clicked this it's going to take us to the new record.
As you can see the clone was successful and it's brought us into a quick view form for the new record. I've not pulled through all of the information; here I've only pulled through the topic, account, currency, forecast and the timeline.
We created this solution to provide great flexibility, allowing us to use this on any entity in Dynamics 365 and be customisable to allow users to only bring through certain data or bring through all of the data. It's down to how you want to use it.
This solution allows you to quickly create new records without needing to enter all of the data again reducing data entry time.
You may also notice that we've added a suffix to the name in this record. You can adjust this in the settings to add a suffix or a prefix with the text of your choice.
To take a look at another example I've got a membership record here. You can see we've got all of the information of the membership here, as well as some payment information from the payments entity. I'm going to go ahead, click the clone button and click confirm. It'll show us it was successful and we can see the record. Now all we need to do is add our start and end date, and this membership's ready to go.
The cloning solution is one of our many solutions available in the Preact Solution Hub and is available as part of our all-inclusive managed service package Elevate 365 or through our dedicated Solution 365 subscription.
If you have any questions regarding this or any of our other solutions please do not hesitate to get in touch.
How Record Cloning for Dynamics 365 Works
With a simple click of a button, users can quickly and easily duplicate any record.
The solution is also deployed with some configurable settings, allowing users to adjust elements such as which fields are cloned, whether related records will be pulled through, and how to distinguish the new record. Preact's Record Cloning solution extends capabilities by providing the cloning feature for tables/ entities that cannot be cloned with out-of-the-box functionality.
For example, duplicate lead records for customers who don't make regular or consistent purchases, to remove the extra work of filling in field values such as amount, price list and payment terms. If customers need to purchase the same license type or product every time they recruit a new employee, cloning the lead record would allow end-users to quickly progress the sale.
Another usage scenario would be cloning a Subscription record to speed up renewals, and have the relevant Account associated, with all the products and services against the original record copied over too. Have the solution add the current date as a prefix, to help users know which record is for the coming year. If you're looking for a more comprehensive add-on solution that has more prebuilt processes to help you handle renewals of subscriptions - check out our Subscriptions solution.
Users will find that using the Record Cloning solution not only makes the cloning process simple and easy, but it helps them avoid mistakes and ensures all the necessary information is added to the new record. Manually copying information over is tedious and sometimes users may accidentally miss out particular field data. Re-typing the same information repetitively can increase administration time significantly. But since the Record Cloning solution clones automatically based on pre-defined logic, the process is quicker and leaves less room for error.
Record Cloning Pricing
Record Cloning is one of many solutions that are available at no additional cost as part of Preact's Elevate 365 Managed Service. This can also be purchased using our Solutions 365 subscription from £8.25+VAT per user / month which provides full access to all the packaged products in Preact's Solutions Hub.
Further solutions which can be deployed using either of these subscriptions include: