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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Order Products
Microsoft Dynamics CRM (Archived)

Order Products

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Posted on by GeriRizz 200

Is it possible to add an Order and then an order product in a Workflow?. I wish to be able to an order and order  products directly from the Accounts form by kicking off a Workflow.

Thank you. Please advise

 

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  • Community Member Profile Picture
    Community Member on at

    Same proble for me also....Please help me....

  • Suggested answer
    Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    No. There is no way to do this. The workaround is to create an Opportunity as a tempalte including all the products and then create a quote and click on the "Get Products" button to pull all the products from the opportunity "template" you created.

  • Community Member Profile Picture
    Community Member on at

    Gus,Thanks for your response.

    Is there any way to re-create an order with its all order products  after it fulfilled?

    I just want to create an order for every month up to  contract end period.

    The  'order prodcut' is containg ISP service details...like start date,end date , modem...etc

    for monthly billing...every month i need to create the order and re-enter all the order products....!

    So is there any way to reoder the full filled order ? or Auto renewwal for the order for every month...etc please help me...

  • CRM Manager Profile Picture
    CRM Manager on at

    Hi Belraj, Gus is right. There is no out of box way to acheive this. We have a built a custom add-on product to solve exactly the above problem (Automated Sales Order Generator ) to avoid re-entering order and order products every month or quarter.

    If you have large number of orders, it is going to be a cumbersome process.  You can feel free to reach out to me to learn more about this solution.

  • Community Member Profile Picture
    Community Member on at

    Thank you verymuch for your response sreepath,

    I had go through the link which you provided.The link did not help me lot..

    Please give more informations about custom add-on products?

    thanks in advance

    Belraj

  • CRM Manager Profile Picture
    CRM Manager on at

    Hi Belraj, sure. Please take a look at the link as in here

  • CRM Manager Profile Picture
    CRM Manager on at

    should you need help with anything, please feel free to contact me via email raj@seepath.com

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