Duplicating Workflow in Dynamics CRM

1. First, deactivate the process that you want to copy and then open it

2. In the?Hide Process Properties?section, change the?Activate As?field selection to?Process template

Note:?You can change the field back to the original setting after you’ve made the copy.

3.?Save and Close?the Process

4. Activate the Process you just modified to a Process template [is necessary ]

5. Click?New?to add the new process

6. Next, name your process, select?Workflow?as the Category, and select the Entity that the Process you are copying from is in

Note: Make sure to select the same entity that was used in your template or else you will not have the option to utilize it.