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Clone OOB/Custom Entities in Dataverse Environment using Plugins

Scenario:

 

Consider I have an Opportunity Entity Available, once the Opportunity is WON or LOST, we want to Clone that Opportunity with Exact Same Details.

 

Let's see how we can achieve this. 

 

Note:

 

This Code is not only Restricted to OOB Entity, we can use this code in Custom Entity too

 

Implementation Steps:

 

You can write the below code in your Plugins.

 

 

Entity getOpprotuntiyRecord = (Entity)context.InputParameters["Target"];

 

 

 

 

Entity cloneRecord = service.Retrieve("opportunity", getOpprotuntiyRecord.Id, new ColumnSet(true));
cloneRecord.Attributes.Remove("opportunityid");
cloneRecord.Id = Guid.NewGuid();
Guid getCreatedOpportunity = service.Create(cloneRecord);

 

 

 

 

In the Above Code i mentioned as 

 

opportunity --> Change it based on your Entity Logical Name

opportunityid --> Entity Logical Name Primary Unique id name

 

That's it 🙂

 

If Suppose you want to add some value to NAME Field while Cloning means you can write below code

 

 

 

Entity cloneRecord = service.Retrieve("opportunity", getOpprotuntiyRecord.Id, new ColumnSet(true));
cloneRecord.Attributes["name"] = cloneRecord.Attributes["name"].ToString() + " Renewal";
cloneRecord.Attributes.Remove("opportunityid");
cloneRecord.Id = Guid.NewGuid();
Guid getCreatedOpportunity = service.Create(cloneRecord);

 

 

 

You can Just Add the LOGICAL NAME while replacing.

 

 

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