Can you Copy or duplicate a quote made in CRM,

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Can you Copy or duplicate a quote made in CRM, so the second version can have one or two changes made to it, with the rest remaining the same, to result in two quotes, one slightly different, so I dont have to rebuild a 40 line item quote.

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PS 23,577 on at

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Hi Paul,

Yes, this can be done and its OOB feature.

On the command bar, there is a button called 'revise', click on that and a copy of a quote will be create, you can make revision here.

You will be able to see 'Revise' button, only if you have already activated your quote.

By default, when you create a quote, its status is 'draft' (you can see this in footer of quote)

If you want to activate it, click on 'Activate' button on command bar (footer status will change from draft to active)

Now you can revise it.

I hope this is what you are looking for, let me know if you are after something else.

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Aditya_Patil 346 on at

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Yes Revise Quote functionality will allow you to make changes in quote.

On Activated Quote form click on Revise Quote command button.

But, this will not create another quote record(as copy or duplicate) this will open the same quote record in edit mode.

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Rutul Chauhan 2 on at

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Revise quote will keep Quote revision count and re-open quote only. It will not create new quote.

Regards,

Rutul

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Nick.Doelman 1,947 Most Valuable Professional on at

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Hi Paul

I would suggest you take a look at North52, it is an add-on for CRM that allows you to do a lot of amazing things. I recommend this to all my Dynamics CRM clients.

Here are instructions to clone a record and it's children.

http://support.north52.com/knowledgebase/articles/182593-training-video-n52-formula-manager-clone-recor

If all you want to do is clone the quote/quote products, then you should be able to use the "free" version.

Hope this helps!

Cheers

Nick

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Community Member on at

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Hi Thanks for the replys, but it seems a bot more complicated than that.

I have a quote, with say 50 line items, I want to copy the lines items in the quote for another project with a different quote number and client name, as the project details are identical and i dont want to have to sit there and rebuild a 50 line item quote of the same list. and as I cant change the quote number it wont work, the way you have suggested.

it seems crazy that this program cant make a duplicate of a large quote and be able to attach it to a different client.

thanks

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Community Member on at

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Hi Thanks for the replys, but it seems a bot more complicated than that.

I have a quote, with say 50 line items, I want to copy the lines items in the quote for another project with a different quote number and client name, as the project details are identical and i dont want to have to sit there and rebuild a 50 line item quote of the same list. and as I cant change the quote number it wont work, the way you have suggested.

it seems crazy that this program cant make a duplicate of a large quote and be able to attach it to a different client.

thanks

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PS 23,577 on at

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Hi Paul

Are you using any custom report for Quotes or OOB quote report. If in case you are using a custom report; I might have a solution for u

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PS 23,577 on at

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Meanwhile, check this solution if it suffice your requirement www.cobalt.net/dynamics-crm-snapshot (free)

community.dynamics.com/.../180347

www.iotap.com/.../record_clone_ms_dynamics_crm (Paid)

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Luke Sartain 1,266 on at

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Hi Paul

We had the exact same requirement in our system. Same quote products but different customers. For this reason Revise did not work. To resolve we did similar to the following:

- Create an action with original QuoteId entity reference as an input parameter and a new QuoteId as the an output parameter

- Call action from a ribbon button on the quote

- In the action create a new quote entity object (Entity newQuote = new Entity(quote.LogicalName))

- Loop through all of the attributes in the quote and add them to the new quote. We use a loop so we can exclude fields such as ownerid, createdon, modifiedon, customerid, state and revision

- Use a service call to create the new quote

- Retrieve all products from the original quote and create a new quotedetail entity object for each. Again looping through the attributes and excluding createdon, modified, etc. Be sure to set the quote reference to the quote just created. If it's a bundle product you'll need to call an update after the create to update it with the quantity of the original quote product.

Hope that helps!

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Rick Nelson 2 on at

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Paul - "it seems crazy that this program cant make a duplicate of a large quote and be able to attach it to a different client."

I agree completely! That should be OOB functionality. Does MS pay any attention to these posts??

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