Dynamics 365 Sales – Copy opportunities for repeat deals
AI summary
Sales opportunities now copy from existing records
Verkaufschancen jetzt aus bestehenden Daten kopierbar
Rollout dates
- Standard release (GA):
Extracted from the announcement text; the Microsoft text is authoritative.
Microsoft announcement
We are announcing the ability to use the copy opportunity feature to start a new one in Dynamics 365 Sales. This feature will reach general availability on August 5, 2026.
How does this affect me?
With the copy opportunity feature, you can duplicate an existing opportunity to quickly create a new one. The new opportunity retains key customer, deal, product, stakeholder, and custom-field information from the source opportunity, including hidden custom fields. Product line items are copied with their quantities and pricing, while inactive products are excluded and recorded in the audit summary. System-generated and outcome-related fields are reset to ensure the copied opportunity starts as a new sales deal.
What action do I need to take?
This message is for awareness, and no action is required.
How does this affect me?
With the copy opportunity feature, you can duplicate an existing opportunity to quickly create a new one. The new opportunity retains key customer, deal, product, stakeholder, and custom-field information from the source opportunity, including hidden custom fields. Product line items are copied with their quantities and pricing, while inactive products are excluded and recorded in the audit summary. System-generated and outcome-related fields are reset to ensure the copied opportunity starts as a new sales deal.
What action do I need to take?
This message is for awareness, and no action is required.
Change history
- 2026-07-13 · Created · All