Clone, Export & Restore data in Microsoft Dynamics 365 CRM - All possible with just 1 Click
Dynamics 365 CRM is one of the finest applications for managing customer data. And to make it more formidable and resourceful, there is a wide range of third-party apps available in the market. Among these apps, Inogic’s suite of 1 Click productivity apps - Click2Clone, Click2Export, and Undo2Restore – are quite popular for boosting the productivity and efficiency of CRM users. This webinar will teach you the added advantages of implementing these apps into your CRM.
Chapters:
0:00 - Inogic ISV Gold Partner
3:05 - Need For 1 Click Productivity in Dynamics 365 CRM
4:09 - Copy/Clone Dynamics 365 CRM Records with Click2Clone
4:41 - Features of Click2Clone
7:43 - Create Single or Multiple copies of Quote in Single Click
10:30 - Clone Dynamics 365 CRM record from one entity to another
11:25 - Copy child records from source record using 'Get record' functionality
15:19 - Easily Clone Bulk records in Dynamics 365 CRM
16:20 - Export & Attach Dynamics 365 Reports/Document Templates to Email with Click2Export
16:45 - Features of Click2Export
18:24 - Learn to Export the Report/Excel Template/Word Templates in the desired format and attach it to an email
23:13 - Auto-Schedule emails with Report/CRM Views/Document Templates at desired intervals
26:30 - How to Automate exporting of Dynamics 365 CRM reports
29:40 - Undo and Restore Dynamics 365 CRM data in 1 Click with Undo2Restore
30:10 - Features of Undo2Restore
31:32 - How to restore the last changes done to Dynamics 365 CRM record
33:18 - Restore historic updates
35:31 - Restore Deleted record in Dynamics CRM
Click2Clone-
Product Page: https://www.inogic.com/product/produc...
Microsoft AppSource Page: https://appsource.microsoft.com/en-us...
Online Help Manual: https://docs.inogic.com/click2clone
Click2Export-
Product page: https://www.inogic.com/product/produc...
Microsoft AppSource Page: https://appsource.microsoft.com/en-gb...
Online help manual: https://docs.inogic.com/click2export
Undo2Restore-
Product Page: https://www.inogic.com/product/produc...
Microsoft AppSource: https://appsource.microsoft.com/en-us...
Online Help Manual: https://docs.inogic.com/click2undo
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