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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to automatically g...
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How to automatically go to the Cloned Opportunity after clicking the "Clone Opportunity" button?

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Posted on by JYSSB7

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After clicking the Clone Opportunity button, it will trigger a Cloud Flow in dynamics to create a clone of the opportunity.

Right now the CRM will stay on this current opportunity's page with no automatic redirection. I would like to know if anyone has a solution to how to make it so that it will automatically navigate to the newly cloned opportunity's page instead.

  • Community member Profile Picture
    Community member 2 on at
    How to automatically go to the Cloned Opportunity after clicking the "Clone Opportunity" button?
    Hi all, I cannot find this "clone opportunity" button in my screen... How can I get that ? Thanks a bunch
  • Inogic Profile Picture
    Inogic 404 on at
    RE: How to automatically go to the Cloned Opportunity after clicking the "Clone Opportunity" button?

    Hi,
    To achieve automatic navigation to the newly cloned Opportunity page after clicking the "Clone Opportunity" button, I recommend using Click2Clone by Inogic. It’s a robust and simple-to-use cloning solution for Dynamics 365 CRM that eliminates the need for complex plugins or custom logic.
    Here’s how Click2Clone can help in your scenario:

    1. One-Click Cloning: Click2Clone allows you to clone records with just a click of a button, including the creation of the cloned Opportunity.
    2. Automatic Redirection: With Click2Clone, you can configure the system to automatically redirect to the newly cloned Opportunity page after clicking the “Click2Clone” button. This eliminates the need to manually navigate, streamlining your process.
    3. Workflow Integration: You can use Click2Clone’s assembly to configure an On-Demand Workflow. This allows the cloning process to be automated, with redirection to the cloned record upon completion.
    4. Supports Relationships: The app ensures related records (1:N or N:N relationships) are cloned accurately, preserving all data connections.

    Click2Clone also provides several additional cloning capabilities, including entity-to-entity cloning and deep cloning of related data, which could be useful for your specific scenario.
    Click2Clone makes cloning efficient and simple, saving you time and effort. For more details or a demo, feel free to reach out at crm@inogic.com.
    If you are interested in testing the solution for your needs, then you should consider checking out our app for a 15-day free trial from our website or Microsoft AppSource.

    Hope this helps.

    Thanks!SamEmail: crm@inogic.comWebsite: www.inogic.comBlog:  www.inogic.com/blog

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: How to automatically go to the Cloned Opportunity after clicking the "Clone Opportunity" button?

    Hi,

    Use Ribbon workbench tool to find the function name and web resource.

    www.develop1.net/.../ribbonworkbench.aspx

  • JYSSB7 Profile Picture
    JYSSB7 on at
    RE: How to automatically go to the Cloned Opportunity after clicking the "Clone Opportunity" button?

    How do I find where this JS function is located? I'm assuming you're talking about the JS function that gets run when I click the Clone Opportunity ribbon button.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: How to automatically go to the Cloned Opportunity after clicking the "Clone Opportunity" button?

    Hi,

    You will add this code inside your javascript function which is used on click of button where you are calling your cloud flow.

  • JYSSB7 Profile Picture
    JYSSB7 on at
    RE: How to automatically go to the Cloned Opportunity after clicking the "Clone Opportunity" button?

    Where would I put this code?

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: How to automatically go to the Cloned Opportunity after clicking the "Clone Opportunity" button?

    Hi,

    Once you get the cloned opportunity record Id from cloud flow you can use below code to open the form

    var entityFormOptions = {};

    entityFormOptions["entityName"] = "opportunity";

    entityFormOptions["entityId"] = "8DA6E5B9-88DF-E311-B8E5-6C3BE5A8B200";

    // Open the form.

    Xrm.Navigation.openForm(entityFormOptions).then(

       function (success) {

           console.log(success);

       },

       function (error) {

           console.log(error);

       });

    Replace guid with returned value from cloud flow

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: How to automatically go to the Cloned Opportunity after clicking the "Clone Opportunity" button?

    Hello,

    I believe that HTTP call is initiated from JavaScript and what you can do is to retrurn the Id of cloned opportunity in the response, get it and navigate to it but I believe you will have to write some code. Here is how you can return the data from Http initiated Power Automate Flow - d365demystified.com/.../

  • JYSSB7 Profile Picture
    JYSSB7 on at
    RE: How to automatically go to the Cloned Opportunity after clicking the "Clone Opportunity" button?

    Hi, the cloning is done simply by making a new opportunity with the same information as the one being cloned. When the Clone Opportunity ribbon button is pressed, it creates an HTTP post call (this is the trigger to the Flow). I'm not sure if there is JavaScript related to this because I did not work on this Flow/feature.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: How to automatically go to the Cloned Opportunity after clicking the "Clone Opportunity" button?

    Hello,

    Can you please provide a screenshot of your Flow and JavaScript that triggers it?

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