Clone products (Sales Hub)

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

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles Sales Manager, Sales Professional Manager, or Vice President of Sales
More information: Predefined security roles for Sales

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 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 options in your app?

There are two possibilities:

  • You don't have the necessary license or role to perform the steps.

  • Your organization might be using a custom app and hence the site map and UI will be different. Check with your administrator for the exact steps. The steps described in this documentation are specific to the out-of-the-box Sales Hub or Sales Professional app.

See Also

Create a product