How to clone existing opportunity and BPF when closed opportunity as won

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Posted on by Sol007

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Hi all,

I am trying to clone an existing opportunity and the Business process flow (orange) stages? The logic is when the opportunity is closed as won, then it creates another cloned new opportunity with all fields except that the contract start date and contract end date is (previous opportunity contract start and end date + 1 year (366 days). Also, the new cloned opportunity should be set in Qualify BPF sales status phase.

Can anyone please suggest steps/tips on how to implement this will be appreciated.

Kind regards,

Sol

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Nya 29,064 on at

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Hi Sol,

Please try to achieve it with the following solution:

Dynamics-365-Workflow-Tools/Clone Record.md at master · demianrasko/Dynamics-365-Workflow-Tools · GitHub

You can download and import it into your environment, then you can clone the opportunity with workflow when its status is changed.

After cloning the record, update the date fields in it.

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Sol007 187 on at

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Hi Nya,

Thanks for this. The only issue is that I am trying to clone the Business Process Flow sales stages from the lead (identification stage) to opportunity as per my post. Would using your suggested solution also achieve this or is it at all possible?

Thanks

Sol

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Inogic 760 on at

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Hi Sol,

You can achieve this using Power Automate + 3rd-party record cloning solutions.
Create a Power Automate flow that triggers when the Opportunity is updated, and the Status Reason changes to Won.
In the next step, use a third-party record cloning solution (such as Click2Clone (I used this tool) or any alternative that offers the same capabilities) and pass the Opportunity record ID along with the clone template as input. In the Click2Clone template, you can configure exactly which fields should be copied and which fields should be excluded from the new Opportunity.
Once the clone is created, add an Update row step in the flow to update the newly created Opportunity’s Contract Start Date and Contract End Date by adding 1 year to the previous values.
This way, whenever an Opportunity is marked as Won, a new renewal Opportunity will automatically be created with the required field values.

Hope this helps.

Thanks!

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