Copy a Single Record

Question

I need to make a copy of a single, existing Account record within CRM 4.0, along with all related entities. The result will be two records instead of one, with the only field change being the Account name. Is there a simle, straightforward way of accomplishing this? Thanks for your help?

Answer 1

Maybe this helps to meet your requirements
http://blogs.inetium.com/blogs/microsoftcrm/archive/2009/04/27/cloning-records-in-microsoft-crm-4-0-using-ajax-controls.aspx
I am not sure if there is a faster / easier way.. especially if this method is supported or not... but maybe this is a suitable workaround...

Regards

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Viele Grüße SERENDIPIDY

Answer 2

David,

unfortunatelly there is no "easy one-click way" to do this. I had similar problem with custom entity, but the base problem is the same.
I created custom workflow activity where i created new object with all referenced from the original. Then I created organization owned workflow, which called my workflow activity.

Users then had to run this workflow if they wanted to clone the object. I made life easire for them when I put a button that ran a specific workflow directly on the screen. (http://a-crm.blogspot.com/2008/07/button-that-starts-workflow.html)

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Dejan Dular

Microsoft Certified Business Management Solutions Specialist

Answer 3

Dejan,

Thanks for the references. I have not had  chance to investigate thoroughly, but I like the ideas. Same to Serendipidy above.

David