Microsoft Dynamics CRM (Archived)

Clone Records In crm 365 using workflow

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Posted on by sandeepc

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I cloned CRM records using workflow in crm

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question here is how can i clone the subgrid like i have Booking forecast and sales team

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Hi CRM Guy,

no way to do it without custom code.

I saw you have a lot of clone operations to do: if you can wait until monday i will provide a workflow to make it without a lot of effort.

Please let me know crm version and if you are working with onpremise o cloud version.

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

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sandeepc 5,514 on at

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OK, i heard this business Process is going to be deprecated. for crm 365. i do not require this process and javascript and plugins. is there a another way within crm to clone a record

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sandeepc 5,514 on at

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Hi,Picchi thanks for your concern and yes i have a lot of clone opertaions to do. and is there a another way within crm to clone a record

as i heard i heard this business Process is going to be deprecated. for crm 365

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Hi CRM Guy,

i talk about custom workflow. Custom workflow will never expire.

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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sandeepc 5,514 on at

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@picchi my crm version is crm 365 and onpremise

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sandeepc 5,514 on at

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so, you mean we can clone records and related records using custom workflow right?. custom workflow never expires right

@picchi

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Hi CRM Guy,

yes it is right.

Workflows are stronghold of CRM.

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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sandeepc 5,514 on at

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so,above shown question is correct way to do right. so that i can copy the fields after creating workflow using

workflow

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Hi CRM Guy,

i havent understand ...

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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sandeepc 5,514 on at

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1) I create a workflow

2) Then i copy the fields into new record

This is the correct right to clone record

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