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Copy existing entity to create new entity - CRM 2011 - on premise

Posted on by 65

I am working on CRM 2011 on premise. I have a requirement to create new entity which is similar to an existing entity.

Is there a way to copy fields, forms,views  and relationships from an existing entity and create a new entity in the same organisation.

I don't want to copy any data from the existing entity

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Copy existing entity to create new entity - CRM 2011 - on premise

    It's best to create a new entity from UI instead of using tool or code.

    You can create an entity using the sdk.

    Refer these two:

    msdn.microsoft.com/.../gg509071.aspx

    msdn.microsoft.com/.../gg509032.aspx

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Copy existing entity to create new entity - CRM 2011 - on premise

    Hi,

    Please refer the link below to Duplicate/Clone an entity in CRM 2011.

    nickhollis.blogspot.in/.../duplicateclone-entity-in-crm-2011_8279.html

  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Copy existing entity to create new entity - CRM 2011 - on premise

    Hi vutukuricm,

    You can use the XrmToolBox > Metadata Document Generator to download the fields names to an Excel.

    http://www.xrmtoolbox.com/

    One of my colleagues has created a great tool to create entities, fields, forms, relationships defined in an Excel file.  Use the Import Customisations tool.

    github.com/.../XRM-Developer-Tool

    NOTE: Please test these tools out in a non-production environment.  Free tools comes with no warranty.

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