Microsoft Dynamics® CRM Training

Clone a Product, Family, or Bundle

Video Details
This one-minute video will explain how to clone a product, family, or bundle in Microsoft Dynamics CRM. Cloning saves you time, bringing over an existing record with all details except name and ID, including associated properties.
Video Summary
Hi, and welcome to the Success Portal by XRM. This one-minute video will explain how to clone a product, family or bundle in Microsoft Dynamics CRM. Cloning is a time-saving strategy that creates a copy of an existing record, with all details brought over except for name and ID. Even associated properties are copied to the cloned record. The cloned record is created under the same parent node as the original. To clone, you must have one of these roles, or equivalent permissions. First, navigate to Settings, then Product Catalog, and click Families & Products. Choose the family, product, or bundle you'd like to clone, then click Clone on the command bar. Thank you for using the success portal by XRM.

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