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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Copy a task or step
Service | Customer Service, Contact Center, Fie...
Answered

Copy a task or step

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Posted on by BK-27040905-0 7
Can anyone tell me how to copy a step or task from a Guide  into another Guide?
I have the same question (0)
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Does that mean these two?
    Unfortunately, it seems that we can't achieve it.
    Currently, Microsoft Dynamics 365 does not offer a simple solution on how to clone CRM data.
     
    One more point: the Guide fields on task and step are locked.
    If you are not going to create it from a specific Guide, this field does not support editing changes.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • BK-27040905-0 Profile Picture
    BK-27040905-0 7 on at
    @Leah Ju: Thanks for your comment.
    Hopefully the option of copying tasks and steps will come soon. This will be a welcome addition.
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    You can create a new idea through the below URL, then ask your colleagues to raise up the votes.
     Ideas (dynamics.com)
    Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.
     

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