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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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Hi Paul,
Kindly check the below tool which will satisfy your needs. Apart from copying data of quote to quote with line items, this tool also offers options to copy the data from one entity record to another entity along with the relationships.
https://www.inogic.com/product/productivity-pack/click-2-clone-microsoft-dynamics-crm-records
Thanks!
You can have a prepopulated Opportunity with 50 lines of products and then go to Customer, start new Quote and use button Get Products, find prepopulated Opportunity and here you go :-)
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??
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!
Meanwhile, check this solution if it suffice your requirement www.cobalt.net/dynamics-crm-snapshot (free)
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
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
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.
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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