Dynamics 365 Sales · Add-on
The right terms on every quote. Every time.
NineXm Standard Text keeps payment, delivery, warranty and legal texts with each customer in Dynamics 365. Sales picks them on the quote, adds one-time texts for new customers, and they print on quotes and invoices.
The problem
Terms live in people’s heads, old emails and Word templates
Dynamics 365 Sales has no built-in place for reusable texts per customer, so every quote depends on someone remembering what was agreed.
Same terms for everyone
Text hard-coded in the quote template ignores the payment terms you agreed with each customer.
Copy, paste, hope
Reps paste wording from old quotes. Outdated clauses reach customers and create disputes later.
Lost between documents
Terms agreed on the quote are retyped, or forgotten, on the order and the invoice.
How it works
Set it once on the account. Use it on every document.
Familiar if you have used standard texts in Business Central or SAP, built natively for Dynamics 365 Sales.
Save the customer’s terms
Add payment, delivery or warranty texts on the account, or pick approved wording from the library.
Choose on the quote
A new quote asks: copy this customer’s texts? One click, or switch on auto-copy for the documents you choose.
Add one-time texts
First-time customer or special deal? Add a text to this quote only, and save it to the account if it should stay.
Print and carry forward
Texts print on your quote and invoice templates, and move from quote to order to invoice.
Features
Flexible for sales, controlled for the business
Account texts
Each customer’s agreed terms, reused on every quote and invoice.
One-time texts
Texts for a single quote or invoice that never change the account.
Text library
Approved wording with codes and categories, picked from a list.
Ask or auto-copy
Ask the user, or copy automatically, set separately for quotes, orders and invoices.
One-click buttons
Copy texts, copy from account, or refresh to the account’s latest wording.
Save to account
Turn a one-time text into the customer’s standard with one setting.
Mandatory and locked
Legal texts can’t be removed, and texts lock once a document is sent.
Smart placeholders
Customer name, document number and validity date are filled in automatically.
Word template printing
Header, terms and footer texts print in the right place on your PDFs.
Built the Microsoft way
An add-on your IT team will approve
Designed and built by Dynamics 365 consultants, following Microsoft’s recommended practices for Dataverse solutions.
- Server-side logic. Plugins and a custom API, so texts work from forms, imports, Power Automate and integrations.
- One managed solution. Install with a single import; remove it cleanly when you no longer need it.
- Your data stays in your CRM. Everything runs inside your Dataverse environment. Nothing is sent to us.
- Security roles included. Access follows your Dynamics 365 security model.
- Copies, not links. A sent quote keeps its wording even when the account’s terms change later.
Before and after
What changes for your sales team
| Dynamics 365 Sales today | With NineXm Standard Text | |
|---|---|---|
| Customer-specific terms | Typed manually | Saved on the account |
| Special terms for one deal | Edit the template or the PDF | One-time text on the quote |
| Approved legal wording | Copied from old documents | Library and mandatory texts |
| Quote → order → invoice | Retyped | Carried forward |
| Printing | One fixed template text | Header, terms and footer per document |
FAQ
Frequently asked questions
Which Dynamics 365 apps does it work with?
Dynamics 365 Sales (Sales Hub) in the cloud: accounts, quotes, orders and invoices.
Does it copy texts automatically?
Only if you want it to. By default the user is asked when a quote or invoice is created. You can switch on automatic copying separately for quotes, orders and invoices.
Where is our data stored?
In your own Dynamics 365 environment. The add-on runs entirely inside Dataverse and doesn’t send your data to NineXm or anyone else.
Can we use our own quote and invoice layout?
Yes. Texts are available to your Word templates as header, terms and footer fields. We can also set up the templates for you.
How do we install it?
We first walk you through it in our Dynamics 365. When you’re happy, we install one managed solution in your sandbox for testing, then in production.
How is it priced?
Simple annual pricing per environment, with setup help included. Contact us for a quote.
Interested in NineXm Standard Text?
Tell us how your team quotes today. We’ll show you how it works with your kind of terms, customers and products.
- Walkthrough in Dynamics 365
- Trial in your sandbox
- Help moving your existing terms