MC1417474 High
Dynamics 365 Sales – Copy opportunities for repeat deals
Summary AI-generated
The new copy opportunity feature in Dynamics 365 Sales lets users duplicate existing opportunities, retaining key details. Available August 5, 2026.
Written by Azure OpenAI (gpt-4.1) from the text of the post below. It can be incomplete or wrong; the original post is authoritative.
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Original post from Microsoft
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.