Cloning records in Dynamics 365 already saves teams hours of repetitive work. But until now, every cloned record still needed manual cleanup – changing owners, updating dates, reassigning accounts, or modifying statuses before it could actually be used. That’s exactly what Click2Clone’s newly released Update Fields During Cloning feature delivers.

Click2Clone – a Microsoft Marketplace-certified native Dynamics 365 app that lets teams clone any CRM record, along with parent-child relationships, related entity data, and field values, in a single click or in bulk.

No custom code. No complex workflows. No data re-entry. And now, with the new Update Fields During Cloning capability, cloned records are no longer just copies; they are ready-configured, instantly usable records.

Key Takeaways

• Override field values while cloning Dynamics 365 CRM records
• Update lookup fields, dates, option sets, text, and currency values during cloning
• Apply field overrides to both single-record and bulk-record cloning
• Eliminate post-clone manual editing and reduce data inconsistencies
• Clone parent-child relationships, related records, and attachments in one operation
• Works with both standard and custom Dynamics 365 entities
• No code, workflows, or custom development required

Update Fields During Cloning: From Simple Copies to Ready-to-Use Records

Until now, cloning a record in Dynamics 365 meant getting an exact copy, useful but still requiring manual edits to adapt each clone for its actual purpose. The new Update Fields During Cloning feature in Click2Clone changes that entirely. You can now configure specific fields within a cloning template and override their values at the exact moment of cloning, for both single records and bulk operations.

The result: every cloned record comes out of the process already updated, correctly assigned, and ready to work with. No post-clone editing. No chasing down records to change an owner or a date.

For Single Record Cloning

Say you want to clone a Contact record and associate all the clones with a different Account, not the one on the original. Without this feature, you’d open each clone and update the lookup manually. With Update Fields During Cloning, you simply select the new Account in the cloning pop-up, and every cloned Contact is automatically linked to it. One action. Zero follow-up edits.

Real-World Scenario

A CRM admin needs to clone a Contact template 5 times for new hires joining a different business unit (Account). They open the Contact Clone Template, enable Edit Fields During Cloning, select Company Name as the field to update, choose the new Account, and all 5 cloned Contacts are instantly linked to that Account. No manual editing of each record.

For Bulk Record Cloning

This is where the feature becomes genuinely transformative. Your sales team needs to replicate multiple Opportunity records for the next fiscal cycle. Most data stays the same: Account, Owner, Revenue, Probability, but the Estimated Close Date needs to shift forward uniformly across every cloned record.

Step-by-Step Guide to Configure and Execute Update Fields During Cloning:

Step 1: Select single/multiple Opportunity records from the grid view in Dynamics 365 CRM and click the Click2Clone button.

Step 2: In the Clone Record(s) pop-up, select your Click2Clone template and specify the number of copies per record if needed.

Step 3: Enable the Apply field overrides to cloned records checkbox. The configured fields from your template become editable.

Step 4: In the Set values to apply across all clones section, enter the new Estimated Close Date — for example, 29/07/2026 — and click OK.

Step 5: Cloning completes. Every selected Opportunity is duplicated with the new Close Date applied uniformly. Done.

• Override values apply uniformly across all cloned records in a single operation, no repeat editing.
• Ideal for quarterly pipeline replication, territory reassignments, and seasonal data updates.
• Maintains data consistency without requiring any post-clone manual work.
• Works on both individual and bulk cloning workflows within the same Click2Clone template.

Why Dynamics 365 CRM users prefer Click2Clone for Record Duplication in 2026

The newly released Update Fields During Cloning feature represents a meaningful evolution in how Dynamics 365 teams handle record duplication. Until now, cloning was about speed, eliminating the effort of recreating records. Now it is also about intelligence, ensuring every cloned record is already configured correctly for its purpose, the moment it is created.

Combined with single-record cloning, bulk copy, deep copy across parent-child hierarchies, cross-entity record transfer, and automated workflow-triggered cloning, Click2Clone addresses every record duplication scenario a CRM team will encounter, from the simplest one-off copy to the most complex multi-level hierarchy replication at scale.

If your team works in Dynamics 365 and copies records manually, in any volume, at any frequency, Click2Clone will pay for itself in the first week. The new Update Fields During Cloning feature makes that return even faster.

Frequently Asked Questions about Click2Clone

What is the Update Fields During Cloning feature in Click2Clone?

Update Fields During Cloning is a newly released Click2Clone feature that lets users override specific field values — such as Lookup fields, Dates, Option Sets, Text, or Currency — at the time of cloning in Dynamics 365. The override values are applied uniformly across all cloned records in a single operation, eliminating the need for post-clone manual editing. It works for both single record cloning and bulk record cloning.

How do I clone a record in Dynamics 365 CRM?

With Click2Clone, you click the Click2Clone button from the record or command bar, select a template, and the record (along with its related data) is cloned instantly. No coding or technical setup required.

Can I bulk copy records in Dynamics 365 CRM?

Yes. Click2Clone supports Dynamics 365 bulk copy records. Select multiple records from any entity grid, click Click2Clone, choose a template, and all records are duplicated simultaneously.

What is deep copy in Dynamics 365?

Deep copy in Dynamics 365 means cloning a parent record along with all associated child and related records across 1:N and N:N relationships — replicating entire record hierarchies in one action.

Can Click2Clone clone orders in Dynamics 365?

Yes. Click2Clone can clone orders in Dynamics 365 along with all line items, associated activities, and attachments — eliminating the need for manual re-entry of complex order records.

Does Click2Clone support custom entities in Dynamics 365?

Yes. Click2Clone works with both out-of-the-box (OOB) and custom entities in Dynamics 365 CRM, both Online and On-Premises.

Get Started Today

Ready to Clone Dynamics 365 Records – and Update Fields While You’re at It?

Start a free trial, explore the new Update Fields During Cloning feature, or book a live demo with the Inogic team.

See Update Fields During Cloning in Action

Stop duplicating records and then manually fixing them afterward. With Click2Clone’s new Update Fields During Cloning capability, every cloned record is instantly configured and ready for action.

Start your 15-day free trial of Click2Clone from the Inogic website or Microsoft Marketplace or reach out to is at [email protected] to schedule a personalised demo.

{
“@context”: “https://schema.org”,
“@type”: “FAQPage”,
“mainEntity”: [{
“@type”: “Question”,
“name”: “What is the Update Fields During Cloning feature in Click2Clone?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Update Fields During Cloning is a newly released Click2Clone feature that lets users override specific field values — such as Lookup fields, Dates, Option Sets, Text, or Currency — at the time of cloning in Dynamics 365. The override values are applied uniformly across all cloned records in a single operation, eliminating the need for post-clone manual editing. It works for both single record cloning and bulk record cloning.”
}
},{
“@type”: “Question”,
“name”: “How do I clone a record in Dynamics 365 CRM?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “With Click2Clone, you click the Click2Clone button from the record or command bar, select a template, and the record (along with its related data) is cloned instantly. No coding or technical setup required.”
}
},{
“@type”: “Question”,
“name”: “Can I bulk copy records in Dynamics 365 CRM?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Yes. Click2Clone supports Dynamics 365 bulk copy records. Select multiple records from any entity grid, click Click2Clone, choose a template, and all records are duplicated simultaneously.”
}
},{
“@type”: “Question”,
“name”: “What is deep copy in Dynamics 365?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Deep copy in Dynamics 365 means cloning a parent record along with all associated child and related records across 1:N and N:N relationships — replicating entire record hierarchies in one action.”
}
},{
“@type”: “Question”,
“name”: “Can Click2Clone clone orders in Dynamics 365?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Yes. Click2Clone can clone orders in Dynamics 365 along with all line items, associated activities, and attachments — eliminating the need for manual re-entry of complex order records.”
}
},{
“@type”: “Question”,
“name”: “Does Click2Clone support custom entities in Dynamics 365?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Yes. Click2Clone works with both out-of-the-box (OOB) and custom entities in Dynamics 365 CRM, both Online and On-Premises.”
}
}]
}

The post How to Override Field Values While Cloning in Dynamics 365? New Upgrade appeared first on CRM Software Blog | Dynamics 365.