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Microsoft Dynamics CRM (Archived)

Clone/ Copy under new name the Opportunity Entity

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Could anyone help regarding clone/copy under new name the Opportunity Entity? I am kind of new in MS Dynamics CRM and any kind of help would be great!

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  • RE: Clone/ Copy under new name the Opportunity Entity

    Hi Jason, Thank you for your reply. I might no be clear. I need to clone the whole entity and assign it to a new name and not the data from it.

  • jlattimer Profile Picture
    jlattimer 24,558 on at
    RE: Clone/ Copy under new name the Opportunity Entity

    You could use dialogs/workflows: http://www.wipfli.com/BlogPost_MCRM_blog_12_23_11.aspx

    Or you could write .NET code as well: http://xrmguy.com/2014/03/10/crm-2013-actions-are-my-new-favorite-feature/

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