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Dynamics 365 general forum

Copying Data from one Entity to Another

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Posted on by

Hi 

Is there a way to copy a record from the Lead Entity to a newly created entity using workflows.

Kind regards

Alex

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  • ACECORP Profile Picture
    1,589 on at
    RE: Copying Data from one Entity to Another

    Please define the term "newly created entity".

    (1) Do you need the "workflow" to create a new entity before it copies data?

    (2) Or do you mean you need the workflow to copy the data from the lead entity to a custom entity that will already exist?

    You can do (2) with a workflow very easily.

    You can do (1) with a workflow and some custom code such as a plugin.

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