Dynamics 365 offers a single, scalable toolkit for businesses to address specific needs, such as sales automation, operations, field and customer service. However, Dynamics 365 for Sales (formerly Dynamics CRM), does not have functionality for template-based sales processes such as repetitive orders and multiple invoice dates.
CopyEntity closes this gap and helps boost your sales cycle. Create quotes, orders and invoices on the fly and become more productive.
CopyEntity is a Dynamics 365 extension built to ease the process of creating quotes, orders and invoices by simply allowing the creation of duplicates. It minimizes errors in the data and improves accuracy by simply allowing for copying recurring quotes, orders, and invoices.