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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Clone records's en...
Microsoft Dynamics CRM (Archived)

Clone records's entity and all related entities

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Posted on by Community Member

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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  • Verified answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    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

    meghshyam.wordpress.com/.../clone-associated-recordschild-records-along-with-parent-record-in-crm-2011

    Hope this helps.

    Regards,

    R.Rajkumar

    "Please mark my answer as verified if you found it helpful"

  • Verified answer
    Jharana Baliyar Singh Profile Picture
    Jharana Baliyar Singh 2,667 on at

    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

  • Community Member Profile Picture
    Community Member on at

    Federico,

    Check out this video. CRM Snapshot is a free solution that will allow you to clone records and related entities using workflows.

    https://youtu.be/Iti9nfgomDg

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    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

  • Suggested answer
    Ali Hoseini Profile Picture
    Ali Hoseini on at

    Thanks bro! you saved me!

    Best,

    Ali

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