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Dynamics 365 Sales – Copy opportunities for repeat deals
MC1417474 · build prod-20251231-200323
Category
stayInformed
Severity
normal
Major change
False
Last modified
2026-07-06 10:46:36
Summary source
Azure OpenAI (gpt-4.1)
Action by (Graph)
Action by (AI)
2026-08-05 00:00:00
Services
Dynamics 365 Apps
Tags
New feature
Master tags
User, Admin
Roadmap IDs

One-line summary

The new copy opportunity feature in Dynamics 365 Sales lets users duplicate existing opportunities, retaining key details. Available August 5, 2026.

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Details

Body (from Message Center)

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.

Raw JSON (for debugging)

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    "ai_summary": "The new copy opportunity feature in Dynamics 365 Sales lets users duplicate existing opportunities, retaining key details. Available August 5, 2026.",
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      "Dynamics 365 Sales"
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    "title": "Dynamics 365 Sales \u2013 Copy opportunities for repeat deals"
  }
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