Copy Service Object

Copy Cases and Contracts with a Single Click

Copy Service Object

Copy Cases and Contracts with a Single Click

Start situation

Cases and contracts can be managed in Microsoft Dynamics CRM.

Uses

Save time and avoid errors while inputting cases and contracts in the CRM system.

Copy the cases and contracts including items (existing products and manually created ones) and contact links.

You can define templates on which base new cases and contracts can be created quickly.

In the settings you define, if all attributes are copied to the new case or contract, or, if some attributes will be excluded.

You can add a prefix or suffix to the name of the case or contract, e.g. Copy-123456 or 123456-Copy.
 

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.

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Prices

AddOn CopyServiceObject
Server license < 51 User 900 CHF
Server license < 101 User 1350 CHF
Server license < 201 User 1800 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 4.1.0
Date of publication 06.07.2010
Language * DE / EN

* Additional languages can be provided on request