Duplicate sales orders in D365 Finance and Operations

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Hi Everyone,

Can anyone tell me how to duplicate sales orders please ?

THX.

regards.

Catherine.

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Martin Dráb 239,055 Most Valuable Professional on at

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Is this is somehow related to Dynamics CRM? If not, I'll move it to the right forum.

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Hana Xue Microsoft Employee on at

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Hi,
you can navigate to sales and marketing> all sales order>sales order>copy, something you should pay attention to is that copy from all does not copy all fields. Based on this, you can check this blog:shyamkannadasan.blogspot.com
You can save time by copying rows from the item list and when you create a sales order, a list of items will immediately pop up where you can select and even change quantities. For more information, you can check out this blog: https://kurthatlevik.com/2022/01/05/d365-hidden-sales-order-gem-copy-from-item-list/
Best Regards,
Hana

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Kevin Xia Microsoft Employee on at

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Hi,

Maybe you can use data management framework to meet your needs. You can refer to this official document: Data import and export jobs overview - Finance & Operations | Dynamics 365 | Microsoft Learn. To create and manage data import and export jobs, you use the Data management workspace. By default, the data import and export process creates a staging table for each entity in the target database. Staging tables let you verify, cleanup, or convert data before you move it.

Best regards,

Kevin

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Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at

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Hi,

Like Kevin and Hana mentioned, You either use Copy function (i.e. From all) by creating a new sales and using this function to copy sales lines or use Excel add-inn or data management for this purpose.

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