Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Copying Activities and Notes from One Opportunity to Another via Workflow

Posted on by 110

Hi all,

I am trying to design a workflow that creates an identical, duplicate Opportunity, when a certain field value and status is set. At the moment, I can successfully copy all of the fields to the new Opportunity, with the exception of notes and activities...

I was wondering if I am able to copy/duplicate the notes and activities without the use of a custom code or plugin?

Any help would be greatly appreciated.

Many thanks,

Chris

*This post is locked for comments

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Copying Activities and Notes from One Opportunity to Another via Workflow

    Hello,

    I'm afraid you will have to develop something (i believe it should be custom workflow activity).

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans