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Hi,
I need the ability to clone a previous closed opportunity in CRM 2011 including all opportunity products attached to the closed opportunity. Is this possible and how?
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You will need to use a third party solution or write a plugin to do this.
Plug in - see microxrm.blogspot.co.uk/.../clone-opportunity-in-ms-crm-2011-by.html
Third party solution see - www.iotap.com/.../record_clone_ms_dynamics_crm
Hope this helps
Paul, CRM Snapshot is a free solution we developed that will allow you to clone any entity and it's related entities using workflows. The link below is an example of copying invoices / invoice details. You can use the same steps to clone opportunities and and products. blog.cobalt.net/.../clone-and-update-invoices-with-dynamics-crm-snapshot
thanks for the link, but when i try to install it i get an error around the XML file start of the technical details the element 'parameters' has invalid child element 'showINROF,.
Paul, not exactly sure I follow, but if you download the zip file from www.cobalt.net/dynamics-crm-snapshot and unzip the file you'll find solutions for 2011, 2013 and 2015/Online. Extract the solution for your version of CRM and import the solution.
Michael, it has installed fine on my live environment, just not on the development so its my server. Thanks for the reply and a Great Product
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