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I have created a workflow to create an opportunity when a previous opportunity is won. This works fine, now I would like to copy the opportunity products from the same opportunity to the newly created opportunity using a workflow. I know OOB there is no way to achieve this, I thought I could use Aiden Kaskela's workflow elements but I can't see a way to add opportunity product dynamics values to the "add Sale Items" step. Can this be done with workflow elements or otherwise with no code or low code?
We have utilized Click2Clone from Inoic a few times with good success! appsource.microsoft.com/.../inogic.d59d49e1-e228-4243-8155-9b937290bcf5
Hope this helps.
Thanks for the reply. I need something at Zero cost and can be automated via a workflow ideally. Click2Clone doesn't provide either from what I could tell.
This free solution worked for me: https://appsource.microsoft.com/en-us/product/dynamics-365/axazure.dynamics365workflowtools?src=wnblogfeb2019 Here is the documentation on how to clone a record https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Clone%20Record.md and how to clone the child records: https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Clone%20Children.md
Please mark this answer as verified if this was helpful
Hi Dian, thanks will take a look. Did you achieve the exact same thing im trying to do or similar with quote or order as an example?
Yes I used it for opportunity and opportunity products.
You can use my Ultimate Workflow Toolkit (url is in the signature). It can create opportunity products.
could you show me some sample screenshots if the Clone record and clone child records as the documentation isnt clear particularly for the children record dynamics values.
Thanks Andrew looks interesting, any documentation for my scenario?
I don't have the step by step instruction exactly for your case but I have for the similar. Check this post - butenko.pro/.../
So steps are:
1. Create an action regarding "Opportunity Product" entity.
2. Add a "Lookup" parameter pointing to "Opportunity" entity.
3. Use "Create Opportunity Product" step from UWT and populate required fields combining data from Target Opportunity Product and "Opportunity".
4. Save and publish action.
5. Create a workflow that will do the main work.
6. Inside that workflow create an opportunity.
7. Use "Request Builder" step to set the lookup parameter to newly created opportunity.
8. Use "Distribute Action" from "Bulk Operations" to distribute action created on the step 1 across Opportunity Products of current opportunity.
I used the work flow to copy an opportunity and the opportunity products. I actually retrieved the target URL by getting the record URL of the opportunity (using a workflow to get it) and then I replaced the ID with the cloned guid id in the workflow properties.
HI Andrew, sorry for the delay and thanks for the stepped instructions, i think i have put this togther based on the article from your site and the above. Its failing however with the below, any ideas?
[UWT: Bulk Operations: Distribute Action]
Value of 'Request' attribute equals to <Request>
Value of 'Action Name' attribute equals to new_OpportunityProduct
Value of 'Record' attribute equals to MYORG.dynamics.com:443/main.aspx
Value of 'Relationship Name' attribute equals to product_opportunities
Value of 'Additional Filter Xml' attribute equals to empty
Value of 'Public View' attribute equals to empty
Value of 'Private View' attribute equals to empty
Value of 'FetchXml Query' attribute equals to empty
Value of 'Continue After First Error' attribute equals to False
Value of 'Throw an Exception on Error' attribute equals to True
Exception type: Microsoft.Crm.CrmException
Message: Unrecognized request parameter: Opportunity
at Microsoft.Crm.Sandbox.SandboxCodeUnit.ProcessException(Exception originalException, IExecutionContext context, SandboxClient client, SandboxCallTracker callTracker, Boolean isSafeToRetry, DateTime performanceExecutionStartTime, SandboxTracker tracker, Guid parentExecutionId, CrmException& crmException, String& assemblyContents)
at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action, IEnumerable`1 additionalCustomProperties)
at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action)
at Microsoft.Xrm.RemotePlugin.CrmProvider.RemotePlugin.Execute(IServiceProvider serviceProvider)
at Microsoft.Xrm.RemotePlugin.CrmProvider.RemotePluginContainer.Execute(IServiceProvider serviceProvider)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)
-- End stack trace --
Failing on this step
Thanks Dian this didn't work for me either the WF failed.
Can you please provide screenshot of your new_OpportunityProduct action? Other than that everything looks good.
Thanks for the reply. please see below
You use "Opportunity" in "Build Request" but have "NewArgument" input in your action - fix it and the rest should work fine.
I hope this will explain what I meant:
It should be "Opportunity", not "NewArgument" like I mentioned before.
There is no guarantee that it will resolve the issue but try following 2 things:
1. Try not to pass "Write In Product".
2. To Opportunity pass a reference from "Action Input" Opportunity and not reference to "initiating" opportunity.
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