FAQs

1) How to migrate Click2Clone template(s) from one environment to the other?

Please refer this link.

2) We have done a sandbox copy of the production environment to a TEST environment and would like to work with 'Click2Clone' solution in this new instance. What should we do?

For this, you need to delete the Inogic License Details record from your sandbox environment. After deleting, the next step would be to activate the license.

To delete the Click2Clone license follow the steps given below:

  • Navigate to Advanced Find.

  • Select Inogic License Details in ‘Look for’ --> Click on Results button.

  • Select the Click2Clone record and delete it.

3) Does Click2Clone support cloning for custom entities?

Yes, it clones the custom entities as well.

4) How does Click2Clone work with security roles?

Please refer this link.

5) Does Click2Clone copy the child records?

Yes, it clones the related/associated records. Please refer this link.

6) Does Click2Clone also support N-level cloning, for e.g. Quote -> Quote Line -> Custom entity?

Yes, it supports the deep cloning, so if the user wants to clone a quote having quote line that further has some custom entity with 1: N relationship, then Click2Clone allows to copy this entire structure. Please refer this link.

7) Does Click2Clone support cloning from one entity to the other?

Yes, Click2Clone allows user to clone from one entity to the other entity including custom entities. Please refer this link.

8) Who would be able to do any modifications to the Click2Clone template?

A user with a System Admin/Click2Clone administrator role will be able to edit the Click2Clone template.

9) Does Click2Clone provide any provision that helps user to quickly recognize a cloned record?

Yes, Click2Clone gives user a provision to add a prefix/suffix to the record name. Refer this link.

10) Can I create multiple clone copies in one go?

Yes, Click2Clone has made it a lot easier to create multiple clone copies of the record in just one click. Refer this link.

11) Does Click2Clone support cloning based on a specific event that occurs in CRM? ( Field change, Status change, etc.)

Yes, Click2Clone clones the record when there is any specific event that occurs in CRM. Refer this link.

12) What if user cannot see the 'Click2Clone' button on the entity?

User needs to create a template for the selected entity in order to make 'Click2Clone' button show up on the selected entity record and also make sure that the user has Click2Clone privileges.

13) What to do if related record is not getting cloned?

User needs to make sure to select the appropriate relevant relationship from the relationship grid to clone the respective related record. Kindly refer this link.

14) What is the reason for prefix/suffix not getting added to the cloned record despite defining it in template configuration?

If there is any plugin, scripting or business rule in CRM which is used to modify the primary attribute field of the record then prefix/suffix would not be added to the primary attribute.

15) Is it possible to automate the cloning process?

Yes, user can certainly automate the clone run for efficiency. Refer the link.

16) What to do if you get "Sorry, we couldn't find a Dynamics 365 organization connected to the signed-in user." message while installing from AppSource?

If you get the above message then follow the steps given below:

  • In the page URL, change CRM region to your specific region i.e. suppose your CRM URL is 'mycrm.crm8.dynamics.com'.

After following the above steps, you will be able to successfully install Click2Clone solution from AppSource.