Record Cloning for Dynamics 365 & Power Apps

Enable users to quickly clone any record, as well as any related records.

Record Cloning Save Time

Save Valuable Time

Skip manually copying and pasting, or even re-typing, field data from an existing record to a new one.

Record Cloning Adjust Logic

Adjust Logic

Decide what needs to be copied over, and what doesn't.

Record Cloning Apply Where Needed

Apply Where Needed

Record Cloning works on any record type in Dynamics 365 and model-driven apps.

How Record Cloning for Dynamics 365 Works

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:

Download Solutions Guide

Find out what the full range of Preact's add-on tools have to offer by downloading our Solutions Hub Guide.

Download Now