How to clone an opportunity with the same Created On date

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Posted on by Bohdan_Y

Hello everyone,

How to cope an opportunity with the Created On of a source opportunity?

I can clone it with the built Clone function but system changes Created On date and sets it to Today, can I automate identical cloning?

Best regards,

Bohdan

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Answers (3)

Inogic 521 on at

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How to clone an opportunity with the same Created On date

Great question!

In Dynamics 365, when you clone an Opportunity (whether using the out-of-the-box “Clone” option or custom automation), the system will always set the Created On date to the current date/time. That’s because the Created On field is a system-generated, read-only field — it's not meant to be edited or carried over to new records.

Why does this happen?
The Created On field is automatically set by the system when a new record is created. It can’t be changed using the UI, Power Automate, or even plugins in a supported way. It’s a system-level restriction to preserve data integrity.

Workaround Approach:
If your goal is to track the original Created On date, a good solution is to:

Create a custom DateTime field (e.g., Original Created On) on the Opportunity entity.

When cloning the Opportunity, copy the value of the original Created On field into this custom field.

This way, you can still refer to the original timestamp without breaking system rules.

You can set this up using:

A Power Automate flow (during or after cloning), or

A tool that supports field mapping and automation.

Using Advanced Cloning Tools:
If you're looking for a more streamlined or automated way to handle this, there are third-party tools like Click2Clone by Inogic that support cloning records with custom field mapping. With that:

You can map the Created On of the source record to the Original Created On custom field in the cloned record.

It also works well with related child records and offers automation triggers to make the process smoother.

You still can’t set the actual Created On field, but this method gives you the next best thing in a fully supported way.

Hope this helps!

Thanks
Bohdan_Y 80 on at

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RE: How to clone an opportunity with the same Created On date

Thank you very much I really appreciate your help,

The problem was in turned off MS flows.

Best regards and wishes,

Bohdan
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Community Member on at

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RE: How to clone an opportunity with the same Created On date

Hi Bohdan_Y,

1.Navigate to Settings > Administration. Go to System Settings > Customization tab

2.Check "Run Flows" privilege in the Customizations->Miscellaneous Privileges on your Security Role that current login user.

Go Settings > Security > User to find the user you are using and open it.

Clicking ‘Manage roles’ button to check what role are assigned.

Go Settings > Security > Security roles to find role that just view.

Under ‘Customizations->Miscellaneous Privileges’ to check "Run Flows" privilege.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Bohdan_Y 80 on at

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RE: How to clone an opportunity with the same Created On date

Hello Leah Ju,

Looks like I don`t have this function, can I turn it on or is it some kind of bug.

Sorry I`ve been working with dynamics for not so long.

Thank you for you time,

Bohdan
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Community Member on at

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RE: How to clone an opportunity with the same Created On date

Hi Bohdan_Y,

If you don’t find correct trigger in the power automate page directly, you can create flow as following steps.

1.Navigate to Opportunity view page and select one record to expand flow to click ‘create a flow’.

2.It can go to power automate wenpage directly, click 'continue' button.

3.Now, you will view that trigger is created automatically.

Then you can add other actions under it.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Bohdan_Y 80 on at

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RE: How to clone an opportunity with the same Created On date

Hello Leah Ju,

Thank you for your response.

I don`t see 'When a row is selected' trigger, only for a selected row from excel. And by the way isn`t there any way to reconfigre default Clone process?

Best regards,

Bohdan
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RE: How to clone an opportunity with the same Created On date

Hi Bohdan_Y,

As Mehdi said, ‘created on’ field can’t be filled manually, you just can fill ‘Record Created on(overriddencreatedon)’ field when create new record.

You can create an instant flow to create new opportunity records with all values from selected original opportunity, the most important thing is to populate the 'record create on' field of the new record with the 'create on' value of the original record.

1.Go Power Automate(https://us.flow.microsoft.com/en-us/ ) to create an instant flow.

2.Select ‘when a row is selected’ as trigger.

3.Add ‘Get record’ action.

4.Add ‘Create a new record’ action, fill all fields with dynamics content from Previous step.

Click in each field and just select value from ‘Dynamics Content’. You can also combine a field selected and plain text like I have done in the "Topic" field.

5.Test.

In Opportunity view, select oone or more opportunity records and expand flow to run the flow that just created.

Refresh current page after running the flow, you will see a new record has been created.

Opening the record, you will find that 'created on' field is ths same with original record.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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meelamri 13,216 User Group Leader on at

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RE: How to clone an opportunity with the same Created On date

Hello,

How did you implement your clone?

To override the created value you have to put the creation date on the overriddencreatedon field and this at the opportunity creation.

Check this great blog:

alisharifiblog.wordpress.com/.../