Copy Opportunities in Dynamics 365 Sales: What gets copied—and what does not?

 

Copy opportunity in Dynamics 365 Sales. Source: Microsoft Learn.

Over the course of my career I have customized this functionality across Opportunities, Quotes and even Orders. Good to see this introduced as a standard in D365.

Repeat opportunities are common in sales.

A customer renews the same service every year. A distributor places a similar seasonal order. An existing customer starts another project with almost identical products and stakeholders.

Previously, sellers either recreated the opportunity manually or organisations developed custom cloning solutions. Dynamics 365 Sales now provides a standard Copy opportunity feature.

The feature became generally available on August 6, 2026.

How to copy an opportunity

Open an existing opportunity—or select one from the opportunity view—and choose Copy opportunity from the command bar.

Dynamics 365 creates a new opportunity for review. Products and stakeholders are added after the new opportunity is saved.

The button is available when:

• The user has Create permission for opportunities.
• The administrator has not disabled the feature.

What gets copied?

Category	What happens
Customer details	Account, primary contact and currency are copied
Opportunity details	Estimated value, budget, description, purchase timeframe and ratings are copied
Products	Product lines, quantities and pricing are copied after saving
Stakeholders	Connections, roles and descriptions are copied after saving
Custom fields	All custom fields are copied—including hidden fields and fields not present on the form

That last point deserves attention.

A hidden custom field may contain an internal classification, integration reference or information that should not carry forward to another deal. Administrators should review such fields before enabling this feature across the organisation.

What gets reset?

The copied opportunity is still treated as a new deal. Therefore:

• Status is set to Open.
• The business process returns to its first stage.
• Ownership changes to the user copying the opportunity.
• Created and modified timestamps use the current date and time.
• Actual close date and actual revenue are cleared.
• The competitor is cleared when copying a lost opportunity.

What does not get copied?

Dynamics 365 does not copy:

• Activities
• Notes and attachments
• Quotes
• Orders
• Invoices
• Timeline history

Inactive products are also excluded. Dynamics 365 records skipped products and other copy details in the timeline summary.

This means the feature copies the commercial starting point—not the complete history of the original deal.

A practical example

Suppose a customer purchases the same maintenance package every year.

The salesperson can copy last year’s opportunity, retain the customer, products, pricing and stakeholders, and then update the expected closing date and commercial details.

However, last year’s emails, meeting activities, quotation and invoice will not move to the new opportunity. This keeps the new sales cycle separate from the previous one.

What administrators should check

Before rolling this out, I recommend checking three things:

1. Review custom fields
   Identify fields that should not automatically carry forward, particularly hidden integration, approval and reporting fields.
2. Test automation
   The copied opportunity and its related product records are new records. Test any create-triggered plugins, workflows or Power Automate flows in a sandbox.
3. Define seller responsibility
   Sellers should review dates, pricing, owner, forecast category, territory and other deal-specific information before saving or progressing the opportunity.

The feature is enabled by default. Administrators can hide it from:

App Settings → Lead + Opportunity management → Opportunity management → Show “Copy opportunity” button

Final thoughts

Copy Opportunity is a small but genuinely useful addition to Dynamics 365 Sales.

It reduces repetitive data entry without mixing the history of two different deals. The important part is understanding that it is not a complete clone: some information is copied, some is reset, and transactional history stays behind.

Used with the right controls, it can replace many custom opportunity-cloning requirements with standard functionality.

Official documentation: Copy an opportunity