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Hi everybody,
I need to create a clone button for a customer to allow duplication of record inside CRM2013. The duplicate, for example of an opportunity, should include all the related entity of the original opportunity ( account, owner ....). I've seen that this is a popular topic on the web and i would receive an advice if buy a plug-in or develop code.
I would prefer to develop my own code but i wasn't able to find a detailed procedure. Did anybody have any solution?
Best Regards
federico
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Thanks bro! you saved me!
Best,
Ali
Hi Federico,
Refer the following article. It explains clone entities using plugin
www.work365apps.com/copy-records-in-microsoft-dynamics-crm-record-clone
Hope this helps.
Regards,
Sanket
Federico,
Check out this video. CRM Snapshot is a free solution that will allow you to clone records and related entities using workflows.
Hi Federico,
You can clone entity through workflows or create a button in ribbon.Please check below links
community.dynamics.com/.../clone-records-in-dynamics-crm-2013
www.magnetismsolutions.com/.../Cloning_Records_in_Microsoft_Dynamics_CRM_2011.aspx
Thanks,
Jharana
Hi Federico,
Refer the following article. It explains clone entities using both plugin and JS
inogic.com/.../clone-records-in-dynamics-crm
Refer this also:
dipankarbhattacharya.com/.../cloning-a-record-in-dynamics-crm-2013
Hope this helps.
Regards,
R.Rajkumar
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