web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Copy Quote/Invoice Entity
Customer experience | Sales, Customer Insights,...
Suggested Answer

Copy Quote/Invoice Entity

(1) ShareShare
ReportReport
Posted on by HarrisonW_ 15

Hello fellow forum users, I'm attempting to copy the entities for quotes/invoices to a new entity called 'Budgets'. Is there a plugin I should be using or can anyone recommend the best way to go about making this customization?

I could easily rename Quotes or Invoices to achieve this but I want to keep both entities and just create an additional one, FYI I am using the Sales Professional app.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,218 User Group Leader on at

    Hi,

    You can replicate the entity. You need to do it manually or implement a script ...

    I recommend doing it manually and using some tools to make it easier for you.

    this requires a little effort to sort the columns you want to use. This can be done without difficulty using these two xrmtoolbox tools.

    Good Luck !

  • Suggested answer
    HarrisonW_ Profile Picture
    HarrisonW_ 15 on at

    Found a really useful tool to do this, copies an entity's columns onto a newly specified entity.

    Really easy to use would recommend it if anyone's in the same situation.

    github.com/.../XrmToolBox.CloneFieldDefinitions

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

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Syed Aqib Raza Profile Picture

Syed Aqib Raza 103

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 83 Most Valuable Professional

#3
11manish Profile Picture

11manish 54 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans