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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / salesperson on opportu...
Microsoft Dynamics CRM (Archived)

salesperson on opportunity product entity

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Posted on by Brian Geraghty 2,040

I've got a situation where I have 4 different salespeople on the account screen, and I want to pull that information into the order product screen (the line item level) as the products are added; I've tried to do this through both mappings as well as workflows with no luck. 

I can't seem to get the mappings to work because it's not really an associated view...right? or did I miss something? I can't get the workflows to work, because I can't get the workflow to update the opportunity product as an entity. 

 

anyone have any advice or suggestions? something I may have missed? kinda at a loss. 

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  • Paul Mare Profile Picture
    Paul Mare 25 on at

    Brian, you are right - the opportunity product entity cannot be updated by a workflow - a bit silly, isn't it! Before I suggest a way to handle this, just explain your requirement again - you have 4 sales people on the account screen - how many on the Opportunity screen and how many on the Opportunity Product?

    There is probably a solution using JavaScript and the OData REST endpoint...

    Regards, Paul

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

    I'm not sure if I understand what you are trying to do.

    You have 4 lookups for Salesperson (I.E. Users) on the Account form and want that to be added to the Order Form?

    Do you have 4 Lookups in the order from also for the 4 Salespersons?

    If so, mappings should do it.

    If you don't want to have 4 lookups at the Order level; have you considered "Connections" to solve the problem?

  • Brian Geraghty Profile Picture
    Brian Geraghty 2,040 on at

    well, we have 4 different salepeople there because there are different lines of business selling at the same accounts. Because we're hooking this up to GP, we want to on a line item basis at Opportunity product, Quote product or Order product levels pull the appropriate saleperson onto the line item based (perhaps) on the form they are using. I had not at this point mapped the information down to the Opportunity, Quote or Order levels, but assumed because of the 'Associated view' requirement, that that might be a missing step. hmm, think I will still have to do a customization to make this work?

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

    Well, you can add the different sales person fields to each form, hide the owner on the Product Line Item and create a workflow that sets the owner upon creation of Product Line Item. The workflow should make the owner = CreatedBy.

    That should set the owner based on the different sales person regardless of the form they started creating the line item from.

    Does that make sense?

  • Brian Geraghty Profile Picture
    Brian Geraghty 2,040 on at

    yeah, thanks for the suggestion!

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