Here I created a new solution in which to work:
I suggest creating a solution in your environment to hold all customizations related to the project at hand. This will be needed for our workflow action. You will view it in the list of solutions: Navigate to, login, navigate to the desired environment, navigate to solutions, and then import it into your Power Platform system as you would any other solution. You can download it from here: Įnsure you download the managed zip file. This amazing tool has been around for some time and is needed to clone the CRM record. This button is associated to a JavaScript function, that when triggered, it will call a workflow action that will in turn call a 3 rd-party plugin that will clone the record and then open it. The user opens an existing Order and clicks the “Clone Order” custom button at the top of the form. Cloning records works the same no matter which of those apps you’re using. In some contexts, you may also see those products referred to as “Customer Engagement” or “CE” apps. Note: There are now 5 different Dynamics 365 apps that serve various CRM needs. The following items will be used to make this happen: I found bits and pieces about this topic over several different websites, and I had to piece the information all together. I’m writing this blog to be a one-stop shop to help others execute the same set of functionality. This blog will demonstrate how to build a solution in Microsoft Dynamics 365 CRM where a custom button triggers a workflow action that will clone a record and then open it.
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