CopyObjects

Copy Objects of any Entity including linked Objects at the Click of a Button

CopyObjects CopyObjects

Copy Objects of any Entity including linked Objects at the Click of a Button

Target

Copy the objects of standard or custom entities of Microsoft Dynamics CRM at the click of a button. You can choose to include linked objects. In this way you can create and reuse templates.

Use cases

Create invoices with invoice items as templates. At the click of a button you can generate a new invoice from this template and customize it as required (e. g. change customer or add additional invoice items). For example, you can now quickly and easily create recurring invoices (e. g. monthly invoices).

Benefits

  • Save time when gathering new objects
  • Improved data quality thanks to templates

Functionality

    • Easy to use on click of a button
    • Can be used for standard and custom entities
    • Linked objects can be copied as well
    • Create and reuse templates
    • Define up to field level, which attributes are to be copied
    • Copied objects can open automatically if required for quick processing

    Additional Information

    Always the adapted AddOn version!

    The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

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    Prices

    AddOn CopyObjects
    Server license < 51 User 900 CHF
    Server license < 101 User 1350 CHF
    Server license < 201 User 1800 CHF
    Server license < 401 User 2880 CHF

    Annual Software Assurance is 18% of the license price

    In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

    Releases
    Version 7.3.4
    Date of publication 13.08.2018
    Language * DE / EN

    * Additional languages can be provided on request