4.11.2006

How To Extend CRM In Order To Clone A Record

Ben Vollmer over on his Mid-Atlantic Microsoft CRM blog has a great post on extending CRM with simple javascript in order to clone a record. Based on a sample for cloning a contact, Ben shows how to add a custom button to a case form that calls a simple .htm page. The .htm page contains some javascript that opens a new case and pre-populates the new case with data from the master case. This is a great example of how easy and flexible the customization of CRM is. I added some comments to his post to show some other ways to use this kind of script to get nice results. Check it out!

Thanks, Ben...

8 comments:

Ben Vollmer said...

Matt,
Thanks for the link and the AWESOME comment. I like the changes and updated the file to include your features. :-)

Anonymous said...

What would be very helpful for us is how to use this smae technique to close an opportunity - can you do it?

Ben Vollmer said...

It is actually pretty simple. In the ISV.Config, change from Incident to Opportunity. In the fields, just change the names of the fields from the case fields to the Opportunity fields. It may take you 15-20 minutes, but all it would take is editing a simple piece of the html.

This code is meant to be used on pretty much any entity. You could use it on Cases, Contacts, Accounts, Opportunities, you name it... Very simple code and my blog has the directions on it. LMK if you want more in depth directions. :-)

Ben

Anonymous said...

Where is the original "Clone a Contact" tutorial?
Thanks

Ben Vollmer said...

It is part of the 8525a Training Manual for CRM.

Shawn said...

any idea of how i could clone a quote including quote details?

jphuebner said...

Has anyone found an answer to Shawn's idea of cloning quote details?

Matt Wittemann said...

The cloning technique described here is all "client-side" - in other words, it uses jscript and html on the user's machine to do the cloning logic. To clone a quote with it's quote details (child records) you'd need to use a custom server-side plug-in.

 
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