Dynamics Community Forum Thread Details

Copying Opportunity Values onto new record via button click -- is Power Automate best approach

Hello everyone,

My desired output is using XRMToolbox I create a button that lets' me copy values on a single opportunity record and creates a new opportunity with small differences to it. Once created we're redirected to the new record in CRM. All in the same instance.

I was advised perhaps Power Automate would be the cleanest non-script-like way to achieve this. From what I've seen that usually seems to be the case since triggers have been on create, update, or delete of a record, but this situation the trigger doesn't relate to create update or delete it is on demand when i want to copy a specific Opportunity record. I guess the expectation is the button would trigger a Flow to do the heavy lifting, and then receive the new ID at the end of the flow.

Given what I'm trying to do here, is Power Automate the right way? Is it doable? I'm fairly new using Power Automate, and from what I can see I would be sending a post message to Power Automate as the trigger since its not based on create, update, or delete of an opportunity record. An instant flow. I want the ability to on demand copy an opportunity record, and then send back the ID to use to redirect. Is that the only way to achieve this in Power Automate, and if it is, doesn't that make Power Automate redundant? How could Power Automate make this a cleaner copy to new record than scripting the whole thing inside of the button?

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