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Hello All ,
I am looking to explore about the OOB functionality for Cloning a Quote record . I am aware of the Revise ribbon button functionality in the Quote ribbon but its not up to the requirement in terms of cloning the Quote record . Please share details in regards to OOB functionality / Custom functionality to Clone the Quote record in Dynamic 365 online .
You can create an on demand workflow that will clone a quote record.
You can call this workflow on button click.
Since you do not want a custom code option or third party solutions, if you just want to copy the Quote Record not the quote products, you could use an OnDemand workflow and create new quote by copying values from the current quote.
If you want the quote products copied as well, workflow is not going to help much unless you create a custom workflow activity to copy the quote products.
For me it still looks like you could have field on the quote to set that you want to clone not revise. And when you revise, a workflow can trigger check that field value, put the old quote back to previous stage and change the revision number on the one. This way you get your quote products copied as well.
Having said that, if you are open to creating a custom workflow activity, you could have code to do the copying for you very easily.
Unfortunately, we are not having OOB button to clone, alternatively we have an app in the app-store "Click2Clone". checkout details below www.inogic.com/.../click-2-clone-microsoft-dynamics-crm-records
As per the others, there is no OOB functionality to clone records.
There are few third-party solutions that offer cloning functionalities. One of them is Snapshot by Cobalt that allow you to clone the record, as well as its related records based on the configuration set in your workflow.
Check the following links for more details:
On the other hand, if you want to copy basic information from the Quote record, You can do it by an On-Demand workflow as the others suggested.
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