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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

How to create a copy of a workflow

Posted on by Microsoft Employee

Hello Forum



I would like to know on how to create a copy of a draft workflow.

Could a kind forum member be able to show me how to do that? Bare in mind that I am a new user of Dynamics. Thanking you in advance.

Best regards

  • Suggested answer
    RE: How to create a copy of a workflow

    Hello

    Hope you are doing great. I was just following up to check if the previously shared information is helpful.

    Please let me know . 

    Thank you

    Bhartendu Pandey

    Dynamics CRM support Engineer - Customer Engagement/PowerApps/Power Automate

    Microsoft

  • Suggested answer
    RE: How to create a copy of a workflow

    Hello

     

    Thank you for writing to us. If I understand you correctly we are looking for ways to create a duplicate workflow or in other words copy an existing workflow.

     

    I was able to look through the below links

     

    https://community.dynamics.com/crm/b/altavistatechnology/posts/duplicating-workflow-in-dynamics-crm

    https://www.marksgroup.net/blog/dynamics-365-copy-workflow-entity-using-process-template/

     

    I think the above links are possibly the resolution for our question.

     

    Please let me know if you have any other questions around the above.

    Please mark my answer as verified if you found it helpful.

     

    Bhartendu Pandey

    Dynamics CRM support Engineer - Customer Engagement/PowerApps/Power Automate

    Microsoft

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