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Clone products (Sales Hub)

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Quickly create a copy of an existing product in Dynamics 365 Sales including all its details by cloning it.

Clone a product

When you're creating a new product, family or bundle, save time by cloning an existing one. Cloning creates a copy of the original record with all the details except for the name and ID. If the product, bundle, or family has any properties, they're also copied to the cloned record.

Note

Product families are only supported for Sales Enterprise and Sales Premium.

To clone a product, family, or bundle:

  1. Depending on the sales app that you're using, do one of the following:

    • If you're using the Sales Hub app,
      1. Select Change area Icon to change the work area. at the lower-left corner of the site map, and then select App Settings.
      2. In the Product Catalog area, select Families and products.
    • If you're using the Sales Professional app,
      • Select Products from the site map.

  2. Select or open a product family, product, or bundle record that you want to clone, and on the command bar, select Clone.

    List of products with Clone button

    A confirmation dialog box appears.

    Confirm cloning of product

  3. Select Confirm.

    A new product record will open with the same details as the original one except for the name and ID.

    The new record is created under the same parent node as the original one.

Can't find the feature in your app?

There are a few possibilities:

  • You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
  • You don't have the necessary security role to use this feature.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Create a product