How to "Copy" an Entity to create a new Entity?

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Posted on by Datadvancer

I need create a new entity in my CRM system. But according the requirement, this new entity is same as another working entity, even the business logics on it are same, only the diffrence is the name. Is there any short cut way to "Copy" the working entity to create the new one? Thanks!

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CU26080414-1 on at

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How to "Copy" an Entity to create a new Entity?

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CU26080414-1 on at

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How to "Copy" an Entity to create a new Entity?

ALL PAYTM that you can use to file a complaint about a refund issue: Customer Support: 09883~461~901(available 24/7) You can use any of these channels to reach=1800/5566-25= out to Paytm customer support team and file your complaint as soon as possible
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CU26080414-1 on at

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How to "Copy" an Entity to create a new Entity?

ALL PAYTM that you can use to file a complaint about a refund issue: Customer Support: 09883~461~901(available 24/7) You can use any of these channels to reach=1800/5566-25= out to Paytm customer support team and file your complaint as soon as possible
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RI-09070122-0 4 on at

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How to "Copy" an Entity to create a new Entity?

I’ve been in your shoes before, and I know it can be a bit of a hassle to recreate an entity that’s almost identical to one you’ve already built. There’s a way to make it easier.

There’s this tool I use called Infinity Buttons: Clone Record that lets you clone an entire entity, including fields, relationships, and even the business logic. It’s saved me a lot of time when I needed to create entities that were basically the same except for the name. You just clone the existing entity and tweak the name, and you’re good to go.

I found it pretty straightforward to use, and it definitely beats manually setting everything up again. If you’re interested, you can check it out on their site here.

Hope this helps!
Neil Benson 7,369 User Group Leader on at

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How to "Copy" an Entity to create a new Entity?

If you have a requirement to create a new entity that is exactly the same as an existing entity, then chances are that you might have a bad requirement, or at least a poor design.

Instead of looking for a way to shortcut the process for creating an unnecessary entity, I would ask why the entity is even needed. For example, could you satisfy the requirement with a type field on the first entity?
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Yahya79 6 on at

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How to "Copy" an Entity to create a new Entity?

the below article explain on details the best way to do this

https://www.codeproject.com/Tips/5381865/Copy-or-clone-a-record-in-Dynamics-365-CRM-along-w
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Adrian Begovich 1,025 Super User 2025 Season 1 on at

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RE: How to "Copy" an Entity to create a new Entity?

Hi Datadvancer,

You will need to create another entity, but you can use the Clone Field Definitions Plugin in the XrmToolBox to copy field definitions from an entity to another entity.