Quick check:
- Have you ever accidentally deleted a record in Dynamics 365 CRM?
- Spent too much time recreating similar Opportunities or Quotes manually?
- Taken screenshots just to “export” a report?
If any of this sounds familiar, you’re not alone.
Today’s CRM users need tools that simplify daily tasks, reduce manual effort, and increase accuracy. That’s where one-click productivity apps come in—purpose-built solutions that streamline your workflows right inside Dynamics 365 CRM.
In this post, we’ll explore three powerful tools—Undo2Restore, Click2Clone, and Click2Export—that help you work more efficiently, avoid rework, and get more value from your CRM data.
Let’s explore how each one works.
- Click2Clone – Instantly duplicate any record — with child records, templates, and zero errors.
Why recreate when you can replicate?
Key Features:
- Clone single or multiple records
- Clone records with related child records (line items, activities)
- Set up deep cloning templates for multi-layer copies
- Works with custom entities
Need to reuse a quote with 12 products, custom discounts, and linked activities? Just clone it.
- Click2Export – Export reports, views, or templates in any format with one click.
Reports, quotes, dashboards — export them all, the smart way.
Key Features:
- Export in PDF, Word, Excel, CSV, TIFF
- Automatically attach to emails, notes, or upload to SharePoint
- Export from subgrids, bulk, or scheduled jobs
- Set passwords on exported files
- Custom templates supported
- Undo2Restore – Your CRM’s “Ctrl+Z” for accidental changes and deletions.
Accidentally updated, deleted, or changed something in Dynamics 365 CRM? Hit Undo.
Key Features:
- Undo last change (single or bulk)
- Restore deleted records, including related activities and line items
- Rollback to historical state using audit logs
- Restore lookups and relationships automatically
- Works across custom and OOB entities
Try this:
Delete an Account with a Primary Contact and several Activities.
Click ‘Restore Deleted’ → Everything is back.
Ready to Click Smarter in Dynamics 365 CRM?
Why do things the hard way when you can?
- Undo mistakes with a single click
- Clone records instantly
- Export data effortlessly
These one-click apps turn hours of work into seconds, saving time, reducing errors, and boosting productivity.
Start using Undo2Restore, Click2Clone, and Click2Export to streamline your daily tasks, reduce errors, and boost productivity.
Try them free for 15 days — available on our website and Microsoft AppSource.
For more info or a personalized demo, drop a mail at [email protected].
The post 1-Click Undo, Clone, Export: 3 Must-Have Apps for Dynamics 365 CRM Users appeared first on CRM Software Blog | Dynamics 365.