Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Coping an Opportunity RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Is there a way to copy an opportunity and rename it?

    We are wanting to close and opportunity and then create a new opportunity with the same information but under a new name. We want to do this because some of the opportunities change from one type of business to a different type and we have to show the original as closed.

    JC IHC

    Thursday, September 4, 2014 9:23 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    Thanks for the input. I do not know how to work JavaScript.

    JC IHC

    • Marked as answer by JC IHC Tuesday, November 4, 2014 7:53 PM
    Friday, September 5, 2014 1:41 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    hi JC,

    the process is same as clone entity function. There are a lot of JavaScript samples available.

    regards,

    Jithesh

    Thursday, September 4, 2014 9:49 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello,

    You can use Javascript for this.

    CRM provides you a method that allows you to open a new entity form and pass parameters. 

    Xrm.Utility.openEntityForm(name,id,parameters)
    refer to :http://msdn.microsoft.com/en-gb/library/jj602956.aspx#BKMK_OpenEntityForm

    • Proposed as answer by tiagolvsantos Friday, September 5, 2014 8:42 AM
    Friday, September 5, 2014 8:42 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Thanks for the input. I do not know how to work JavaScript.

    JC IHC

    • Marked as answer by JC IHC Tuesday, November 4, 2014 7:53 PM
    Friday, September 5, 2014 1:41 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    It's definitely a code requirement.  Especially since everyone's need to copy from one Opp to another is different. 

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Friday, September 5, 2014 3:04 PM
  • Question
    Sign in to vote
    1
    Sign in to vote

    You can meet the requirement using any of following methods:-

    1. Workflow

    2. Plugin

    3 Custom Action

    4. JS oData

    5. JS Soap

    6. Mapping

    Mapping option doesn't require to write down even a single line of code. You will create a 1:N relationship between Opportunity and Opportunity. Open this relationship in form customization and map all the fields apart from name field. Now whenever you will create a child opportunity it will populate all fields apart from name field. Using a workflow you can change the status of parent opportunity.

    Regards Faisal

    Friday, September 5, 2014 3:08 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    its kinda easy. Please look into this link.

    http://garethtuckercrm.com/2012/07/31/duplicate-record-button-using-jscript-in-microsoft-crm-2011/

    regards,

    Jithesh

    Saturday, September 6, 2014 1:46 AM