Cloning views

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Posted on by Community Member

Greetings,

Is there a way to easily replicate views for 1 entity in CRM? We have about 12 different contact and opporutnties views. However, each view shows pretty much the same data. Instead of creating the view over and over is there a clone or duplicate button?

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Community Member on at

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RE: Cloning views

You can download the XMLTOOLBOX and can easily duplicate the views for contacts and opportunities.

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Community Member on at

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RE: Cloning views

Is that a 3rd party tool? Will it be supported by Microsoft?

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Community Member on at

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RE: Cloning views

See here xrmtoolbox.codeplex.com

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Wayne Walton 13,728 on at

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RE: Cloning views

It is a 3rd party tool, it is not supported by Microsoft, but it works and it's the only way to do what you want to do.

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Aileen Gusni 44,524 on at

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RE: Cloning views

BB19,

The best tool here so far I found is under this xrmtoolbox tool

github.com/.../XrmToolBox

And you should choose view layout replicator

Just for a tip here, do not just simply clone to lookup field, because you need the entity field primary key name to be there in the first left column.

Thanks.

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