1I am trying to find a way for our users to be able to clone a Quote record that has custom Applied Discounts and custom Quote Product child records associated to it.
I have no scripting knowledge. Is there an OOB workaround? Maybe using a workflow? If so, how would you build the workflow?
Thanks!
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Hi Jennifer,
I assume this is a duplicate post so I'll duplicate my response :)
I worked on a team to build a free add-on that'll do exactly this. We call it CRM Snapshot and you can get it from www.cobalt.net/dynamics-crm-snapshot . You can configure a workflow that runs and clones a quote and any quote products, and even pick specific fields to exclude. It's free but it's really powerful and should be exactly what you're looking for.
Hope this helps and I'd be happy to give any pointers with it. If this helps I'd appreciate if you'd mark this as a Verified answer.
Thanks,
Aiden
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