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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Cloning Opportunities,...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Cloning Opportunities, Quotes, Sales Orders and Invoices with their corresponding details

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Posted on by MusterMax 75

Hi wonderful Forum,

as mentioned above I am looking for a way to generally be able to clone records from said entities.

I am aware that this will probably need coding of some sort and would love if somebody could help me out with that ;)

kind regards
Max

I have the same question (0)
  • ChangeFrenzoId Profile Picture
    ChangeFrenzoId 465 on at

    Hi Max,

    Please ref the below blog/post:

    https://www.aegissofttech.com/articles/entity-record-clonation-with-dynamics.html
    https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2015/developers-guide/gg678489(v=crm.7)?redirectedfrom=MSDN
    https://www.thrives.be/dynamics-365-ce/clone-extension-method/
    https://nishantrana.me/2010/04/15/clone-records-in-crm/

  • MusterMax Profile Picture
    MusterMax 75 on at

    first of all thank you for the quick response!

    Though I am not quite sure where to implement this code.

    Are all of them plugins or can they be used via Javascript?

    (Ideally I'd like to use a ribbon workbench button to initiate the cloning process)

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi MusterMax,

    This is something we can surely help you with. Soluzione has developed various accounting connectors (Myob, XERO, QuickBooks)and has worked with clients who wanted to handle invoices, sales orders, and billing details. We would love to help you out with this issue.

    For more details, you can visit our website: www.solzit.com/.../

    Warm regards,

    Kirti

  • Inogic Profile Picture
    Inogic 709 on at
    Hello Max,
    If you're looking to clone Opportunities, Quotes, Sales Orders, Invoices, and their corresponding details in Dynamics 365 CRM without any coding, Click2Clone is the perfect solution for you!
    Click2Clone is an app that allows you to clone records in Dynamics 365 CRM effortlessly. Whether you're cloning single records, multiple records, or even related child records, Click2Clone streamlines the entire process, saving you valuable time and minimizing manual data entry.
    Here’s how Click2Clone can help:
    1. Clone Single Record: Replicate an Opportunity, Quote, Sales Order, or Invoice in a single click, including related notes, attachments, and custom fields.
    2. Clone Multiple Records: Easily clone multiple records at once.
    3. Create Multiple Copies: Instantly generate multiple copies of any OOB or custom entity record with just a few clicks.
    4. Copy Records Between Entities: Transfer data between entities, for example, from Opportunity to Order, using customizable templates.
    5. Get Records: Clone related child records within the same entity.
    With Click2Clone, you can automate the cloning of these essential records, eliminating the tedious manual work and significantly improving your efficiency. It's a quick, easy-to-use tool that ensures you can focus on more strategic tasks.
    You can install the app from Inogic website or Microsoft AppSource  for a 15-day free trial to evaluate its features.
    For more information, please contact at crm@inogic.com.

    Thanks!
    Sam
    Website: www.inogic.com

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