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When a user creates an order from a quote, depending on the product, and quantity I would like to make one or more tasks.
Example. If the product is a singing telegram, a new task should be created “Make appointment for singing telegram” when the order is created.
If the quantity of singing telegrams is four. Then four tasks should be created. When the order is created.
Using CRM V9 on premises what would be the best way to achieve this?
Hi Gansea,
As per my understanding you should go through with plugin approach.
1. Create plugin on create message of order entity.
2. Check condition inside plugin code (If product name is "singing telegram" create task and if quantity as 4 then create tasks)
Please refer below url to create task and appointment using c# code:
mscrmgmr.blogspot.com/.../plugin-to-create-task-when-new-account.html
Also make sure that plugin should be synchronous and registered on post create of order (salesorder) entity.
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