We are implementing a CRM and FO integration Project where the Lead to Sales Order wil be happening at CRM level and from FO Rest of the things will be happening as the SQ and SO will be synced to D365 via Dual Write
Currently the customer is using only D365 where users can add quoteline inbetween or at the start or at the end
But in CRM it doesn't support this functionality. Out of the box it's arranged as per the created date and we can also sort it based on the Line item number which has to be manually entered by the users in CRM which isn't user friendly
Even if we give that provision that exact sequence we arranged with the help of line item number in CRM is not reflecting in D365 FO
Has anyone encountered this scenario and has a better solution for this?
Sales Quote and Sales Order Line Sequence Sync Via Dual write to D365
Introduce a Custom “Line Number” field in CRM aligned to FO logic
Create a custom Line Number field on Quote Product and Order Product.
Use increments like FO (1000, 2000, …).
Add a custom plugin/PCF control to let users insert lines anywhere and auto-resequence.
Sync this field directly to FO’s Line Number field.
That way, CRM respects the sequence in FO. PCF Grid for Line Management
Replace the OOB subgrid for Quote/Order lines with a custom PCF control. This control can allow:
Drag & Drop reordering.
Auto-updating line numbers behind the scenes.
User-friendly, no manual numbering. Custom Logic on Dual Write Mapping
Extend dual write mappings for Quote Details and Order Details.
On sync, if CRM line doesn’t have a Line Number, assign FO’s logic (1000, 2000, …).
If re-sequenced in CRM, update FO accordingly.
FO-driven sequencing
Let FO be the source of truth for line order.
Sync CRM lines to FO ignoring order, then display FO’s sequence back in CRM (read-only ordering).
Users manage sequencing in FO instead of CRM (less user-friendly for Sales teams though).
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