Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Field Service updates!Learn about the key capabilities and features of Dynamics 365 Field Service and experience some of the new features.
Download overview guide | Watch Field Service video
2021 Release Wave 1Discover the latest updates and new features to Dynamics 365 planned April 2021 through September 2021.
Release overview guides and videos Release Plan | Preview 2021 Release Wave 1 Timeline
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
A delivery note entity seems necessary for us. In the sales process it is between Sales Order and Invoice. So we want to create an order, deliver note goods to the customer and make an invoice based on the delivery note.
Unfortunately, Dynamics 365 does not have a delivery note entity. I am aware of the following thread: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/413504/create-a-custom-entity-and-entity-detail
But is there a faster possibility to create an delivery note entity? Something like copying the invoice entity with all views and forms to make everything less complex.
Because otherwise we have to create the delivery note entity, the delivery note details entity and customize the whole ribbon to create an delivery note based on an order.
Any help would be much appreciated!
It is not recommended to copy the entities directly.
However, you can copy the fields of an entity after creating a new one.
This can help you save a lot of time creating fields, but the View and Form still need to be created manually.
Here is another way to achieve your request. But it may take you more time than creating it directly.
(+) How to create clone of entity and all components of that entity? - Microsoft Dynamics CRM Forum Community Forum
If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.
sorry for the delay. The Clone field definitions Plugin has not worked as suggested but at least XRM Toolbox offers some other create tools to make working with Dynamics 365 more efficient. Until now I thought that XRM Toolbox is only "Workbench Ribbon", I was totally wrong.
Business Applications communities