Copy an existing workflow in Dynamics CRM 2011/2013

Being able to copy a workflow in your CRM system can be advantageous in saving you time if you need to create a workflow similar to an already existing workflow or perhaps you want to make changes to a complex workflow but do not want to risk losing your original work. To copy an existing workflow, follow the steps below:

1. Make sure the workflow is in draft mode. If it is currently activated, select the activated workflow, click “Deactivate”. Note: If you do not have ownership of the workflow, you will need to do this before you can deactivate. To take ownership, select the workflow, click the assign button on the top menu, select “assign to me”.

2. Once in draft mode, open up the workflow record. Where it says “Activate As”, use the drop-down list to select “Process Template”. Save. Activate. The workflow will now appear under the “All Process Templates” view.

3. To create your new copy, click “New” (Create a new process), fill in required fields, and under Type select “New Process from an existing template”. Select your template.

This also applies to Actions and Dialogs in CRM 2013. To copy a Business Process Flow in CRM 2013, simply open the existing Business Process Flow record, click Save As, and your copy will appear.