Copy Functionality for Sales Order and Supported Entities

This topic explains how to easily copy configurations from one record to another, which helps save time when creating sales orders. While this guide focuses on Sales Orders, the copy functionality also applies to other entities such as Quotes, Invoices, and Purchase Orders. You can also copy configuration and process state from the source record to the destination record of the corresponding entity. See Copy Configuration Endpoint for more information.

Supported Forms and Entities

The following entities are available for configuration in Cloud Connect CPQ:

Integration	Configure	Outbound
Microsoft Dynamics 365 CE	Opportunity Quote Sales order Invoice Customer asset Project	Any table or entity
Microsoft Dynamics 365 F&O	Sales order Sales quotation Project Project quotation	Any table or entity
Microsoft Dynamics 365 BC	Project Sales quote Sales order	Any table or entity
Salesforce	Quote Sales order Opportunity	Any table or entity

The Copy functionality allows you to efficiently transfer configurations and process states from one record to another, saving time when creating Sales orders. Use the following steps to copy an existing sales order record.

On the Microsoft Dynamics 365 CE home page, at the top, search for Sales.
From the search results, select Sales Hub .
Select Play.
On the Sales Hub page, in the left pane, select Orders.
Search or select an order from the order list.
Select the ellipses next to the Delete button.
Select Copy.
Select Select Record.
Select a record from the available options.
Select Add.
Select Copy.

The sales order is copied, and Configurator opens in a new browser tab.