Microsoft Dynamics CRM (Archived)

Ability to copy a case, task, opportunity from an existing record

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Posted on by sandeepc

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is it possible to copy a case task opportunity from existing record if yes how?

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Yadnyesh Kuvalekar 4,102 on at

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Hi Sandeep,

I have recently developed similar custom functionality. I created a process as an action called Clone Record and added button on the form using RibbonWorkbench tool. Added a JavaScript method on button click to trigger an action created above. Below are some reference links:

msdn.microsoft.com/.../dn481600.aspx

Kindly tick verify answer if this resolves your query.

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sandeepc 5,514 on at

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is there any further links available for copying records using javascript and also without using javascript .. which will be better way

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sandeepc 5,514 on at

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i dnt want to create any new record i need to just copy thats it

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Yadnyesh Kuvalekar 4,102 on at

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Yes Sandeep. Please follow below steps to create copy of an opportunity record:

1. Go to Settings > Processes.

2. Create new process of type action on an opportunity.

3. In the definition section of an action, create copy of the record using the context record on which action will be triggered.

4. Activate the action.

5. Create another on demand workflow and call above action in the workflow by passing context record.

This will create copy of the record.

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Yadnyesh Kuvalekar 4,102 on at

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You don't want to create new record? Can you please elaborate on your requirement?

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sandeepc 5,514 on at

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in the action button i did not find copy button

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sandeepc 5,514 on at

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my requirement is just to copy a case task opportunity from exisiting record

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Community Member on at

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The easieest way is for example in Case of Opportunity create a lookup to Opportunity.

Then put the Subgrid of the Opportunity on the Opportunity Form and Name it Copy.
Use Mapping to map all desired fields in the relationship. If you then CLick on new the new Opp Form opens up with all the data of the old one (without create...)

Cheers Markus

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PS 23,577 on at

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When you are saying you just want to copy and not create a new record, what exactly you mean by that? It sounds a bit weird.

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sandeepc 5,514 on at

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they said only to copy ...as i am using two environment one is test and one is production.. so i need to copy from test to prod.. ??????how

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