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Copy a task or step

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7

Can anyone tell me how to copy a step or task from a Guide into another Guide?

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Leah Ju Microsoft Employee on at

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Copy a task or step

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.
Community member 7 on at

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Copy a task or step

@Leah Ju: Thanks for your comment.
Hopefully the option of copying tasks and steps will come soon. This will be a welcome addition.
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Leah Ju Microsoft Employee on at

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Copy a task or step

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

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