CRM Clone functionality

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Posted on by sandeepc

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Cloning functionality – ability to duplicate opportunities so we can efficiently manage the forecast https://work365apps.com/record-clone. Have you used this particular app or anything similar? I am trying to get information if they want to clone only opportunities or also related entities like booking forecast, sales team etc. along with opportunities. Is there an out of box solution in CRM? For CRM 2013 we had used business process flow- Dialog option to copy case but couldn’t copy related entities with it and customer care was also asking for the same.

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Karsten Wirl 4,477 on at

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RE: CRM Clone functionality

Hi there.

Here is an article with the same requirement:

community.dynamics.com/.../246130

Hope that helps.

Kind regards,

Karsten
sandeepc 5,457 on at

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RE: CRM Clone functionality

can i get some links to refer in deep or you tube videos so that i get more knowledge about this functionality
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a33ik 84,331 Most Valuable Professional on at

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RE: CRM Clone functionality

Hello,

There is no OOB functionality like this. You will have to develop it from scratch or use some 3-rd party like you mentioned.