Workflow to create opportunity and add associated product lines

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Posted on by Alexadkin

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Hi all,

I have created a workflow to create an opportunity when a previous opportunity is won. This works fine, now I would like to copy the opportunity products from the same opportunity to the newly created opportunity using a workflow. I know OOB there is no way to achieve this, I thought I could use Aiden Kaskela's workflow elements but I can't see a way to add opportunity product dynamics values to the "add Sale Items" step. Can this be done with workflow elements or otherwise with no code or low code?

Thanks

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Drew Poggemann 4 on at

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Hi Alexadkin,

We have utilized Click2Clone from Inoic a few times with good success! appsource.microsoft.com/.../inogic.d59d49e1-e228-4243-8155-9b937290bcf5

Hope this helps.

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Alexadkin 517 on at

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Hi,

Thanks for the reply. I need something at Zero cost and can be automated via a workflow ideally. Click2Clone doesn't provide either from what I could tell.

Thanks

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dian74 2,477 Most Valuable Professional on at

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This free solution worked for me: https://appsource.microsoft.com/en-us/product/dynamics-365/axazure.dynamics365workflowtools?src=wnblogfeb2019 Here is the documentation on how to clone a record https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Clone%20Record.md and how to clone the child records: https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Clone%20Children.md

Please mark this answer as verified if this was helpful

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Alexadkin 517 on at

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Hi Dian, thanks will take a look. Did you achieve the exact same thing im trying to do or similar with quote or order as an example?

Thanks

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dian74 2,477 Most Valuable Professional on at

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Yes I used it for opportunity and opportunity products.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

You can use my Ultimate Workflow Toolkit (url is in the signature). It can create opportunity products.

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Alexadkin 517 on at

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Hi Dian,

could you show me some sample screenshots if the Clone record and clone child records as the documentation isnt clear particularly for the children record dynamics values.

Thanks

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Alexadkin 517 on at

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Thanks Andrew looks interesting, any documentation for my scenario?

Thanks again

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a33ik 84,331 Most Valuable Professional on at

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I don't have the step by step instruction exactly for your case but I have for the similar. Check this post - butenko.pro/.../

So steps are:

1. Create an action regarding "Opportunity Product" entity.

2. Add a "Lookup" parameter pointing to "Opportunity" entity.

3. Use "Create Opportunity Product" step from UWT and populate required fields combining data from Target Opportunity Product and "Opportunity".

4. Save and publish action.

5. Create a workflow that will do the main work.

6. Inside that workflow create an opportunity.

7. Use "Request Builder" step to set the lookup parameter to newly created opportunity.

8. Use "Distribute Action" from "Bulk Operations" to distribute action created on the step 1 across Opportunity Products of current opportunity.

Good luck.

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dian74 2,477 Most Valuable Professional on at

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Hello,

I used the work flow to copy an opportunity and the opportunity products. I actually retrieved the target URL by getting the record URL of the opportunity (using a workflow to get it) and then I replaced the ID with the cloned guid id in the workflow properties.

https://<yourorg>.crm.dynamics.com:443/main.aspx?etc=3&id=<clonedguid>&histKey=547762411&newWindow=true&pagetype=entityrecord

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