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triomis released next Dynamics 365 Gap-Fill solution on Microsoft AppSource

Dynamics 365 CopyEntity

Dynamics 365 CopyEntity

triomis introduces a new Microsoft Dynamics 365 solution, “CopyEntity for Dynamics 365”. The app is now listed on AppSource.

So let’s start creating quotes, orders and invoices on the fly and become more productive with Dynamics 365”
— Stephan Thurek, CEO triomis GmbH

DORTMUND, GERMANY, February 27, 2017 / -- CopyEntity for Dynamics 365 further extends triomis’ leading position in Microsoft Dynamics 365 enhancement solutions – and Microsoft Marketplace AppSource leadership. As part of the roll-out CopyEntity is free to any Microsoft Dynamics user, until December 2017.

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 the sales cycle. The new Microsoft Dynamics 365 add-on product is available immediately from Microsoft’s AppSource and also on triomis website (

CopyEntity is built to ease the process of creating quotes, orders and invoices by simply allowing the creation of clones. It minimizes errors in the data and improves accuracy by simply allowing for copying recurring quotes, orders, and invoices.

“With so many new Dynamics 365 users that are familiar with Office, I am often asked ‘Where is the add new invoice or quote from same record button in Dynamics 365?”. This seemingly basic piece of functionality is noticeably absent from Dynamics 365. Fortunately, it is not hard to install our new Dynamics 365 app from AppSource.” said Stephan Thurek , CEO and founder of triomis.
CopyEntity Highlights:
• Reuse existing quote, orders, and invoice for future prospects.
• Boost sales cycle and increase 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 perfectly with triomis VAT calculator for Dynamics 365.
After the installation of the solution, the Dynamics 365 user can look forward to copying invoices, quotes and sales orders. See listing here:

Stephan Thurek
triomis GmbH
+49 231 5191910
email us here

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