Microsoft 365 Message Center item MC1417474

MC1417474 - Dynamics 365 Sales – Copy opportunities for repeat deals

Message Center ID
MC1417474
Category
stay Informed
Severity
normal
Services
Dynamics 365 Apps
Tags
New feature
Published
2026-07-06
Last updated
2026-07-06
Expires
2026-08-06

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.