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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to duplicate oppor...
Microsoft Dynamics CRM (Archived)

How to duplicate opportunities?

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Posted on by Vile Andreas Rantala 1,257

Hi knowledge people,

 

I know... why do you want to do that... why don't you use quotes for that... that's the most logic and simplest way, but in my current organization we use Quotes in another way and will be a bunch of work enable them as quotes again...

 

My question it's simply... it's some way to duplicate quotes? i'll have to develop a plugin to do that?...

 

Thanks again to everyone!

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  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    For this you can use plugin, JavaScript, Workflow etc..

    Here are some examples of clone record

    garethtuckercrm.com/.../duplicate-record-button-using-jscript-in-microsoft-crm-2011

    rc.crm.dynamics.com/.../cloneRecords.aspx

    www.wipfli.com/BlogPost_MCRM_blog_12_23_11.aspx

    connect.greenbeacon.com/.../1650

    www.tribridge.com/.../cloning-a-record-in-dynamics-crm-2011

    Hope this will help..

  • Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at

    Hi Ville,

    There is no out-of-the-box way to clone/copy a quote. if you want to avoid development there are some add ons:

    www.iotap.com/.../record_clone_ms_dynamics_crm

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