CRM 2011: Duplicate an Opportunity RRS feed

  • Question

  • I have a quick question. Is there a way to duplicate an opportunity? A user wants to not fill have to fill in a whole new opportunity.
    Tuesday, March 17, 2015 4:03 PM

All replies

  • Hello,

    Yes, you can develop code that will create clone of your current opportunity.

    Dynamics CRM MVP
    My blog

    Tuesday, March 17, 2015 4:28 PM
  • Hi ,

    There is a  similiar issue like yours.

    You can add a ribbon button. Clicking of this button you can trigger a plugin. In plugin you can use that code.

    Clone entity

    If you find this post helpful then please Vote as Helpful and Mark As Answer. Thanks and Regards, Polat Aydın My blog

    Tuesday, March 17, 2015 9:07 PM
  • As per the previous posts, you will need to write code to do this. For coping an entity like the opportunity, there are two specific considerations to handle in the code:

    1. Do you want to copy the opportunityproducts as well as the opportunity ?
    2. How to manage the state of the opportunity, especially if the source opportunity has been closed

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Wednesday, March 18, 2015 4:37 PM