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duplicate an existing entity to create as a new record for another entity

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Posted on by DevCrmUser

I want to clone the few fields of Entity A and its all subgrid values to a new Entity and create as a whole new record for the new entity

Can I get the Idea or suggestion ?

Thanks in advance

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DevCrmUser 60 on at

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RE: duplicate an existing entity to create as a new record for another entity

We want the flow to run for a particular role and also we do not want this flow to run every time the the entity B is created but when a user wants to copy the data from Enitity A.
Shahryar Sultan on at

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RE: duplicate an existing entity to create as a new record for another entity

Yes, you can clone the fields of Entity A and its subgrid values to a new Entity in Dynamics 365. Here's one way to accomplish this:

1. Create a new record in the target entity (let's call it Entity B).

2. Use Power Automate (formerly known as Microsoft Flow) to copy the values of the fields from Entity A to Entity B. You can use the "Create a new record" action in Power Automate to create a new record in Entity B and set the values of its fields based on the values in Entity A.

3. To copy the subgrid values, you can use the "List Records" action in Power Automate to retrieve the records from the subgrid of Entity A. Then, use a loop to iterate through the records and create new records in the subgrid of Entity B. For each record, set the values of its fields based on the values in the corresponding record from the subgrid of Entity A.

4. Once you have created the new record in Entity B and copied over its fields and subgrid values, save the record.

This approach allows you to clone the fields of Entity A and its subgrid values to a new Entity B, and create a new record in Entity B that contains all the cloned values. Note that this approach assumes that the target entity (Entity B) has the same fields and subgrid as the source entity (Entity A). If the target entity has a different set of fields or subgrid, you will need to adjust the Power Automate flow accordingly.
DevCrmUser 60 on at

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RE: duplicate an existing entity to create as a new record for another entity

Thanks for you reply I am also planning power automate but the problem is it should be used by only a particular secuirty role..Lets say it as sales manager.

Not sure if we can make power automate work for a particular security role
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a33ik 84,325 Most Valuable Professional on at

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RE: duplicate an existing entity to create as a new record for another entity

Hello,

Everything depends on your scenario. I would say you might use Power Automate for that task.
DevCrmUser 60 on at

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RE: duplicate an existing entity to create as a new record for another entity

Hi a33ik Could please advice on it?