Step-by-Step Guide: Clone Client Accounts, Loan Applications, and Investment Records in Dynamics 365 CRM

Financial services teams handle thousands of client records, loan applications, investment portfolios, and compliance documents every day. Manually duplicating these records, especially for recurring clients or standard loan types, can be tedious, time-consuming, and prone to costly errors. The Solution – A Microsoft-certified tool, Click2Clone for Dynamics 365 CRM. This tool allows financial services professionals… Read More »

The post Step-by-Step Guide: Clone Client Accounts, Loan Applications, and Investment Records in Dynamics 365 CRM first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.