Duplicate Quotes, Orders & Invoices in Dynamics 365 - With Line Items & Relationships Intact
Copy Record Set fixes the missing piece in Dynamics 365 record cloning. Native CRM 'Copy' often loses line items, child records, or N:N relationships. Copy Record Set duplicates everything - the parent record, all line items, all related accounts/contacts, and N:N relationships - in a single click. Built for sales teams creating repeat orders, finance teams handling recurring invoices, and any business with template-based document workflows.
Copy Record Set
CRM Copy Record Set Overview
Copy Record Set for Microsoft Dynamics 365 solves a problem every sales rep, finance person, and operations team hits: native Dynamics 365 'Copy' is broken for complex records. Copy a Quote and you might lose the line items. Copy an Order and the customer relationships disappear. Copy a Case and the related activities vanish. Copy Record Set fixes this with true deep cloning - the parent record, every line item, every related account, contact, and lead, plus all 1:N and N:N relationships, copied in one click.
Copy Record Set works on any CRM record type - standard entities like Quote, Order, Invoice, and Case, plus any custom entity you've built. Copy from Views (right-click) or directly from form function bars. Records can be in any state - open or closed - and the duplicate enters a fresh editable state ready for adjustments. Sales teams use it for template-based quote processes. Finance teams use it for recurring invoices with different dates. Service teams use it for similar case patterns. The result: faster response times, fewer data entry errors, and CRM data that stays clean.
Features
Deep Record Cloning
Duplicates parent record + all line items + all child records in a single action. Unlike native CRM Copy, nothing gets lost in translation.
1:N & N:N Relationships
Preserves both 1:N (parent-child) and N:N (many-to-many) relationships. Copy a Quote and the related Accounts, Contacts, and Leads come along automatically.
Works on All Entities
Quote, Order, Invoice, Case - all standard. Plus any custom entity you've built. Universal cloning across your entire CRM.
Copy from Views or Forms
Select a record in any View and right-click to clone, OR open the record and click Copy on the form function bar. Fits whatever workflow your team uses.
Open or Closed Records
Clone records regardless of state - active, closed, expired, fulfilled. The duplicate always opens in a fresh editable state ready for new data
Template-Based Workflows
Build template Quotes, Orders, or Invoices once, then clone whenever you need them. Faster sales cycles, consistent pricing, fewer errors.
Faster Response Times
Customer wants the same order with a different date? Clone in 2 seconds instead of rebuilding from scratch. Customer satisfaction up, response time down.
Fewer Data Entry Errors
Manual re-typing creates mistakes. Cloning preserves accuracy. The numbers, the line items, the relationships - all carry over exactly. Edit only what's different.
Pricing & Licensing
The Most Honest Pricing in the world
You get full access to the platform, regular enhancements, and reliable support, so you can focus on growing your business without worrying about unexpected charges or complicated licenses.
Organization
$499.00
Base per CRM Organization
User
$0.00
Per CRM Licenced/Enabled User
1st Year Maintenance Included
Annual 25% Maintenance Fee for Upgrades, Enhancements & Support
Downloads & Documentation
Download guides and resources for setup, configuration, and updates. Access all documentation needed to ensure smooth installation and performance.
Documentation
Copy Record Set Flyer
1-page overview (PDF)
Copy Record Set User Guide
Setup & usage guide (PDF)
Download and License
Copy Record Set Solution
Managed Solution ZIP - Latest version
Copy Record Set Solution 2015–2016
Managed Solution ZIP - Legacy
Copy Record Set Solution 2011– 2013
Managed Solution ZIP - Legacy
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
Support & Maintenance
Email-based or Live Web Installation & Usage Support
One Hour of 24/5 Implementation Support included
Annual maintenance covers all feature updates and customer support
Partner Programs
OEM Partnership Options
Bundle Copy Record Set inside your own Dynamics 365 vertical solution - especially for industries with repeating quote/order patterns like manufacturing, distribution, professional services.
NFR Licensing
Free internal licenses for partners running demos, POCs, and customer trainings.
Custom Development
Tailor what gets copied vs. reset - custom field rules, related record handling, approval workflow on cloned records, or industry-specific cloning logic.
Explore the right solution to match your business vision
Receive customized pricing that fits your needs
Uncover smarter ways to align and streamline team workflows
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models
Contact our sales team
Frequently Asked Questions
Why do I need Copy Record Set when Dynamics 365 has a built-in Copy feature?
Native Dynamics 365 Copy is limited – it often loses line items, related records, and N:N relationships. For Quotes, Orders, and Invoices, this means rebuilding the duplicate from scratch. Copy Record Set fixes this with true deep cloning that preserves the entire record structure.
Does Copy Record Set work on Quotes, Orders, and Invoices?
Yes – these are the primary use cases. Copy any Quote, Order, or Invoice with all line items, customer relationships, and related records intact. The duplicate enters an editable state ready for adjustments like new dates, customers, or pricing.
Can I clone records on custom entities?
Yes. Copy Record Set works on any CRM entity – standard entities (Quote, Order, Invoice, Case, Account, Contact, Lead, Opportunity) and any custom entity you’ve built. Universal cloning.
Does it preserve N:N relationships?
Yes – this is one of the key differentiators vs. native CRM Copy. N:N relationships (like accounts linked to contacts, or contacts linked to opportunities) are preserved on the cloned record.
Can I clone records that are closed or expired?
Yes. Copy Record Set works on records in any state – active, closed, won, lost, expired, fulfilled. The duplicate always opens fresh and editable, regardless of the original’s state.
Where do I trigger a clone?
Two options: (1) Right-click a record in any View and select Copy, or (2) Open the record and click Copy on the form function bar. Pick whichever fits your workflow.
Does Copy Record Set work with Dynamics 365 Online?
Yes. Fully compatible with Dynamics 365 Online, On-Premise, and Power Platform model-driven apps.
How long does installation take?
Under 15 minutes. Import the managed solution, assign the security role, and your team can start cloning records. Custom entity configuration may take additional time depending on relationship complexity.