Top Strategies to Simplify Record Cloning in CRM

Recreating similar records manually in CRM — like Quotes, Orders, Opportunities, or Cases — can feel like déjà vu for every user. These repetitive tasks not only consume valuable time but also increase the risk of human error and data inconsistency. Best Solution? Click2Clone, the ultimate productivity app for Dynamics 365 CRM by Inogic, automates… Read More »

The post Top Strategies to Simplify Record Cloning in CRM first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.