Clone a product

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

When you're creating a new product, family or bundle, save time by cloning an existing one. This creates a copy of the original record with all the details except for the name and ID. If the product, bundle or family has any properties, they’re also copied to the cloned record.

Note

This feature was introduced in CRM Online 2015 Update and CRM 2015 (on-premises).
Interested in getting this feature? Find your Dynamics 365 administrator or support person.

  1. Make sure that you have one of the following security roles or equivalent permissions: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager. 

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Product Catalog.

  3. In the Product Catalog area, click Families & Products.

  4. Select a product family, product, or bundle record that you want to clone, and on the command bar, click Clone. A new product record will open with the same details as the original one except for the name and ID.

    The new record is created under the same parent node as the original one.

See Also

Set up a product catalog: Walkthrough
Classify products and bundles into product families