Copy Sales Object

Copy opportunities, invoices, orders and quotes with a single click

Copy Sales Object Copy Sales Object

Copy opportunities, invoices, orders and quotes with a single click

Start situation

Opportunities, Offers, orders and invoices can be managed in Microsoft Dynamics CRM. These come either from an ERP system or they are input directly in the CRM system.

Uses

Save time and avoid errors while inputting offers, orders and invoices in the CRM system.

Copy the offers, orders and invoices including items (existing products and manually created ones) and contact links.

Create templates and offers, orders and invoices on their basis quickly.

The add-on is also ideal for creating monthly invoices within seconds.

Additional Information

No documents available

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.

Download & test Sales contact
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 4.2.0
Date of publication 18.10.2010
Language * DE / EN

* Additional languages can be provided on request