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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Copy Quote/Invoice Entity
Customer experience | Sales, Customer Insights,...
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Copy Quote/Invoice Entity

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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.

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  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at
    RE: Copy Quote/Invoice Entity

    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
    RE: Copy Quote/Invoice Entity

    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

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