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Dynamics 365 Sales – Copy opportunities for repeat deals

Dynamics 365 Sales – Copy opportunities for repeat deals

We are announcing the ability to use the copy opportunity feature to start a new one in Dynamics 365 Sales. This feature will reach general availability on August 5, 2026. How does this affect me? With the copy opportunity feature, you can duplicate an existing opportunity to quickly create a new one. The new opportunity retains key customer, deal, product, stakeholder, and custom-field information from the source opportunity, including hidden custom fields. Product line items are copied with their quantities and pricing, while inactive products are excluded and recorded in the audit summary. System-generated and outcome-related fields are reset to ensure the copied opportunity starts as a new sales deal. What action do I need to take? This message is for awareness, and no action is required. Message ID: MC1417474

The post Dynamics 365 Sales – Copy opportunities for repeat deals appeared first on M365 Admin.

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by João Ferreira

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