Hi,
Scenario 1 : user create quotation within opportunity form, immediately user need to see the result after form completely loaded.
1. JavaScript ( CRM 2016 = web api else Odata )
- by using this feature, user must create the Quote record from opportunity
- web api reference url : https://msdn.microsoft.com/en-us/library/gg334767.aspx
2. Entity Mapping ( the field must be same data type Eg: Lookup to Lookup)
- by using this feature, user must create the Quote record from opportunity form, else this will not work.
Scenario 2 : User create Quote Record outside opportunity form,immediately user need to see the result after select opportunity in Quote record.
1. JavaScript ( CRM 2016 = web api else Odata )
- by using this feature, user need to select opportunity in Quote entity.
- web api reference url : https://msdn.microsoft.com/en-us/library/gg334767.aspx
Scenario 3: The result is insert after user save the Quote record.
- You can do it using workflow.
Background Workflow
- delay few seconds
- will use the workflow owner privilege to update the record.
- in audit history, recorded as workflow owner name.
Real Time workflow (CRM 2013 and above)
- immediately update after save
- either run as workflow owner or user who triggered the workflow (configurable)
-in audit history , either recorded as workflow owner or user who triggered the workflow ( based on the second configuration you set).
