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How do I copy an Opportunity?

Posted on by 309
Hello,
 
I'm simply trying to copy an Opportunity using, cloud D365 CRM Sales.  I select an Opportunity, click the Copy button in the ribbon and get the following error.  I can only find instructions on copying an Opportunity in F&O/AX.  Everything I've found for D365 CRM says use this or that 3rd party tool.
 
There is a Copy button in the ribbon, so it must do something besides throw this error.  Is it possible to Copy an Opportunity using OOB functionality?  Not using workflows/automate/JS, has anyone actually done it?
 
 
Thank you,
Jim
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  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    How do I copy an Opportunity?
    Hi,
    There is one column--Order Type in the opportunity table.
    It has three options, you must populate 'work-based' into it, then you can use the OOB 'Copy' button.

    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     
     

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