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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Clone functionality
Microsoft Dynamics CRM (Archived)

CRM Clone functionality

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Posted on by sandeepc 5,514

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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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    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.

  • sandeepc Profile Picture
    sandeepc 5,514 on at

    can i get some links to refer in deep or you tube videos so that i get more knowledge about this functionality

  • Suggested answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at

    Hi there.

    Here is an article with the same requirement:

    community.dynamics.com/.../246130

    Hope that helps.

    Kind regards,

    Karsten

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