Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Dynamics 365 Sales in 2022 release wave 1
2022 Release Wave 2Check out the latest updates and new features of Dynamics 365 released from October 2022 through March 2023
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I need to create a custom quote button on opportunity form ribbon. On click of that button price lists added in opportunity need to get auto populated and a new quote is to be created. Also a need to use plugin to auto populate products from opportunity to that quote. Please help me regarding this.
Can it be achieved with a ribbon workbench?
Yes i can be done with ribbon workbench
I have created create quote button using ribbon workbench. I need to perform java script action onclick of that button. so that a new quote with auto populated pricelists from opportunity form is to be created. kindly help me regarding this asap.
You should Xrm.Navigation and openForm method - docs.microsoft.com/.../openform
There are few ways you can pass the PriceList to the quote:
1. Directly - docs.microsoft.com/.../set-field-values-using-parameters-passed-form
2. Just using the mapping between Opportunity and Quote and passing createFromEntity parameter to openForm method that I mentioned earlier.
Thanks a lot
Business Applications communities