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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.
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.
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 !
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André Arnaud de Cal...
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