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Hello,
I want to create custom Opportunity entity based on system Opportunity entity(Copy each field) with 1:1 relation between them. Is there any way to do so? Or manually do I need to copy one by one?
thanks,
Ashish
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The native CRM import utility can do this for you. It will automatically create the entity for you and the fields based on the options specified during the import wizard. You may want to change your organization's default solution prefix before doing this unless you're okay with everything being new_
I'd have to agree with Aiden in this scenario Ashish in terms of the licencing.
Hi Ashish,
Not to be "that guy", but what you're attempting to do is a violation of the licensing guide - check out the details here crmtipoftheday.com/.../dynamics-365-for-team-members-fine-print You can't mimic CRM functionality in order to bypass the restrictions for a user based on their license.
With that said, your actual request of "create a record with data from an opportunity" is straightforward. On your new entity, have a lookup to the opportunity. You'll need to create a workflow that runs on the opportunity record, with whatever triggers your business rules require. When the workflow runs, have it call a Create activity to create a new record of your custom type, and fill in any fields you need to with details from the original opportunity.
Hope this helps! I'd appreciate if you'd mark this as Answering your question.
Thanks,
Aiden
Hello Jason,
I want to do this as Team member licensed user can not update the values of System Opportunity entity, So, I want to create Custom entity for them same as System Opportunity entity to store changes temporary. Later I will write code that will update Actual system Opportunity entity record using more privileged account which will have rights to update values of System Opportunity entity.
Ashish
Hello Ashish;
I think we'd need to understand a bit more information of what your trying to do here. If your asking if there is a quicker way to create the schema of your custom entity to another custom entity I'd say not within CRM itself. You'll be stuck opening up the fields of both and creating everything manually.
I'd question what the business value is for doing this instead of using the out of the box opportunity entity though.
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