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.

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.

17) After importing the solution of Click2Clone from website all the Processes of Click2Clone is in a 'Draft/Deactivated' state. What to do?

Once the solution is imported, please follow the below steps to activate all the processes of Click2Clone.

  • Click on the gear icon --> Select Advanced Settings.

  • Next, select Processes.

  • From 'All Process' View activate the process shown in the below screenshot:

18) What if a user cannot see the entities in ‘Source Entity Name/Target Entity Name' while creating Click2Clone template?

In UCI, the Source Entity Name/Target Entity Name field for the Click2Clone template lists out only the entities with ownership as ‘User or Team’.

The entities with ownership at the Organization level will not get listed out in the Source Entity Name/Target Entity Name field for Click2Clone template.

Hence to create a Click2Clone Template record for such entities/tables, we need to create them from the classic UI where these do get listed out.

Kindly follow the below steps to create a template for the product entity/table from the classic UI:

  • Navigate to Settings -> Advanced Settings.

  • Click on Click2Clone Template.

  • Click on New button from Ribbon bar.

  • Enter Template Name. In Source Entity Name, kindly search the entity with its logical name. For example, lets search Product with its logical name i.e. ‘product’.

19)Is it possible to use Power Automate to trigger a process to clone the records?

Yes, it is possible to use Power Automate Flow for cloning the records by following below steps.

  • Firstly, you need to create Action in Dynamics 365 and select our Click2Clone automation assembly, as can be seen below.

  • Create a power automate flow and select the action which you created, as can be seen below.

20) Does Click2Clone include functionality that enables users to identify the source record of a cloned record while simultaneously updating specific fields of the cloned record? For instance, suppose you intend to clone leads from opportunities and need to assign a fixed lead type value after the cloning process.

Yes, using the Click2Clone solution, you can clone a Lead from an Opportunity with the help of the configuration mentioned in the link.

To set the default value of the lead type on cloning, follow the below two steps:

Step 1: Configure the Copy references of records feature in Click2Clone product. The configuration process also requires some basic customization, thus, follow the detailed steps on how to configure this feature at this link. For the mentioned use case, the purpose of configuring would be that the Opportunity lookup field on the Lead (that will capture the source opportunity record) will act as an identifier for the Lead records created by cloning an Opportunity.

Step 2: After the successful configuration of Step 1, you would require to develop a process that will fire every time a lead gets created, but as the first step of the process, you will require to check if the lead created has the value in the Opportunity Lookup created on Lead in Step 1. If this field has a value, then it means this was created using Click2Clone, and in the next step of your process, you will need to update the value of Lead Type to the respective value.

21) Does Click2Clone support cloning of existing templates in same environment?

Yes, Click2Clone allows users to clone existing templates in the same environment.

To clone the templates, follow the steps below:

  • Go to Click2Clone app -> Click2Clone Templates -> Click on ‘New’ and create the template for Click2Clone Template entity as shown below in the screenshot.

  • To clone child template of a parent template, select the relationship as shown below.

  • Select the template you want to clone; in our case, we will select the opportunity template, and the Click2Clone button will become visible as we have configured the template for Click2Clone template entity. When you click the Click2Clone button, a template is cloned along with its associated child templates.

22) How to identify the number of users in my CRM that will be considered for licensing?

Step 1: Login to CRM and open the Sales Hub App

Step 2: Click on the Advance Find Option present in the right top corner (shown below)

Step 3: In the search bar, search for “User” keyword. Select the User entity and click on the Continue button

Step 4: Once clicked, a side panel will show up containing default conditions. Clear the condition by selecting “Delete all Filters” and apply the below conditions in the filter section as shown below

a. Status Equal Enabled

b. Access mode Equal Read-Write

c. Restricted Access Mode Equal No

d. Primary Email address Does not Equal crmoln2@microsoft.com

Step 5: Add a new related entity condition, where you will find the Security Role option under the Many to many sections as shown below.

Step 6: By default, contains data Operator will be selected which will retrieve only those users who have a security role assigned.

Delete the related entity field condition as shown in the screenshot below and then click on the Apply button to provide you with the list of respective users.

For further queries, reach out to us at crm@inogic.com

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