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How to clone a record and set its lookup field to new parent in Dynamics 365 CE - 365 Community

How to clone a record and set its lookup field to new parent in Dynamics 365 CE

I would like to create a copy of an existing “template” record (custom entity) and then set the lookup on the new record to a parent, in this case the account from where I start the on-demand workflow.

With the help of Demian Raschkovan’s Dynamics-365-Workflow-Tools I am able to clone a record.

And with the help of Andrew Butenko’s Ultimate Workflow Toolkit I can set the lookup field on the…

Continue Reading StefanS365’s Article on their blog

How to clone a record and set its lookup field to new parent in Dynamics 365 CE

Blog Syndicated with StefanS365’s Permission

Author: Stefan Strube

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