Copy Entity

Dynamics 365 - Copy quotes, orders and invoices

11/15/2016

Dynamics 365 offers a single, scalable toolkit for businesses to address specific needs, such as sales automation, operations, field and customer service. Even after merging, Dynamics 365 for Sales formerly Dynamics CRM, have missing functionality for template-based sales processes, repetitive orders and multiple invoice dates. However, the functionality of Dynamics 365 can be extended by buying and installing apps.

CopyEntity close the gap and boost your sales cycle. Create quotes, orders and invoices just in 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. Subsequently, it minimizes the data error occurrence while improving the data accuracy just by simply copying recurring quotes, orders and invoices.

CopyEntity Highlights:

  • Reuse already existing quote, orders, and invoice for future prospects.
  • Boost sales cycle and strongly increased customer satisfaction
  • Perfect for recurring orders and invoices for subscription based or monthly billing.
  • Data quality enhanced by the ability to audit and edit on the fly.
  • works perfect together with triomis VAT calculator for Dynamics 365
  • Funktioniert perfekt zusammen mit triomis VAT Calculator für Dynamics 365

Download

Register here for free download

After registering, you will receive the necessary registration key for the setup by e-mail. Please enter a valid company email address and specify your company. Use of VatCalculator is free. You only need to confirm its use as a reference.

You will find the Dynamics Account Number in CustomerSource, the portal for Micorosft Dynamics customers. Please fill up all requested numbers with leading zeros. If you don't have this number fill in , the portal for Micorosft Dynamics customers. Please fill up all requested numbers with leading zeros. If you don't have this number fill in , the portal for Micorosft Dynamics customers. Please fill up all requested numbers with leading zeros. If you don't have this number fill in , the portal for Micorosft Dynamics customers. Please fill up all requested numbers with leading zeros. If you don't have this number fill in , the portal for Micorosft Dynamics customers. Please fill up all requested numbers with leading zeros. If you don't have this number fill in 0000000000.

Be sure, that the organization name is correct! You can find the unique organization name for CRM under Customizations – Developer Ressources

Feel free to support us with a small donation for further development for this usefull CRM extension.

Number of users: *
Salutation: *
First name: *
Last name: *
Company: *
Street: *
ZIP code: *
City: *
E-mail: *
Phone: *
Dynamics account number: *

10 digit Dynamics authorized number: *
Dynamics product key
CRM organization name (see CRM Url: http://crm-server:port/crm-organization-name): *

Accept use as reference by typing 'OK': *


Please enter the code: *

 

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Error

 
Web Part Error: One of the properties of the Web Part has an incorrect format. Microsoft SharePoint Foundation cannot deserialize the Web Part. Check the format of the properties and try again.

Error Details:
[WebPartPageUserException: One of the properties of the Web Part has an incorrect format. Microsoft SharePoint Foundation cannot deserialize the Web Part. Check the format of the properties and try again.]
  at Microsoft.SharePoint.WebPartPages.WebPart.ParseXml(XmlReader reader, Type type, String[] links, SPWeb spWeb)
  at Microsoft.SharePoint.WebPartPages.WebPart.ParseCompressed(SPWebPartManager manager, XmlNamespaceManager xmlnsManager, Byte[] personal, Byte[] global, String[] links, Type type, SPWeb spWeb)
  at Microsoft.SharePoint.WebPartPages.BinaryWebPartDeserializer.LoadInitialWebPart()
  at Microsoft.SharePoint.WebPartPages.BinaryWebPartDeserializer.Deserialize()
  at Microsoft.SharePoint.WebPartPages.SPWebPartManager.CreateWebPartsFromRowSetData(Boolean onlyInitializeClosedWebParts)

[IOException: There is not enough space on the disk. ]
  at System.IO.__Error.WinIOError(Int32 errorCode, String maybeFullPath)
  at System.IO.FileStream.WriteCore(Byte[] buffer, Int32 offset, Int32 count)
  at System.IO.FileStream.FlushWrite(Boolean calledFromFinalizer)
  at System.IO.FileStream.Dispose(Boolean disposing)
  at System.IO.Stream.Close()
  at System.IO.StreamWriter.Dispose(Boolean disposing)
  at System.IO.TextWriter.Dispose()
  at Microsoft.CSharp.CSharpCodeGenerator.FromSourceBatch(CompilerParameters options, String[] sources)
  at Microsoft.CSharp.CSharpCodeGenerator.System.CodeDom.Compiler.ICodeCompiler.CompileAssemblyFromSourceBatch(CompilerParameters options, String[] sources)
  at System.CodeDom.Compiler.CodeDomProvider.CompileAssemblyFromSource(CompilerParameters options, String[] sources)
  at System.Xml.Serialization.Compiler.Compile(Assembly parent, String ns, XmlSerializerCompilerParameters xmlParameters, Evidence evidence)
  at System.Xml.Serialization.TempAssembly.GenerateAssembly(XmlMapping[] xmlMappings, Type[] types, String defaultNamespace, Evidence evidence, XmlSerializerCompilerParameters parameters, Assembly assembly, Hashtable assemblies)
  at System.Xml.Serialization.TempAssembly..ctor(XmlMapping[] xmlMappings, Type[] types, String defaultNamespace, String location, Evidence evidence)
  at System.Xml.Serialization.XmlSerializer.GenerateTempAssembly(XmlMapping xmlMapping, Type type, String defaultNamespace, String location, Evidence evidence)
  at System.Xml.Serialization.XmlSerializer..ctor(Type type, XmlAttributeOverrides overrides, Type[] extraTypes, XmlRootAttribute root, String defaultNamespace, String location, Evidence evidence)
  at System.Xml.Serialization.XmlSerializer..ctor(Type type, XmlAttributeOverrides overrides)
  at Microsoft.SharePoint.WebPartPages.TypeCacheBuilder.CreateXmlSerializer(Storage storage, Boolean buildPersistedNames, Boolean shouldExcludeSpecialProperties, Hashtable& persistedNames, Hashtable& namespaces, Hashtable& dwpNamespaces)
  at Microsoft.SharePoint.WebPartPages.TypeCacheEntry.ThreadSafeCreateXmlSerializer(XmlSerializer& serializer, Storage storage, Boolean buildPersistedNames, Boolean shouldExcludeSpecialProperties)
  at Microsoft.SharePoint.WebPartPages.TypeCacheEntry.get_XmlSerializer()
  at Microsoft.SharePoint.WebPartPages.WebPart.ParseXml(XmlReader reader, Type type, String[] links, SPWeb spWeb)

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