Creating Delivery Notes in CRM

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Posted on by Ryan Maclean

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Hi guys,

My company has recently adopted Dynamics CRM and I am trying to convince them to move away from amanging everything in Excel Spreadsheets. I was wondering if there was an easy way to create numbered delivery notes from Orders?

Thanks,

Ryan

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Koala 2,000 on at

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Can you be a little more specific into what you are trying to achieve? You could try something like this:

Create a custom entity Delivery Notes with the fields: Delivery_note_number, note_description, and Order <Entity>

Set the note_number field to autopopulate and generate a custom number just like the QUOTE number / Order number system

Create a workflow/button to 'Create new Note' (with the Order automatically entered) and number populated.

-Then on the order add a list to display all Delivery Notes with Order = Current Order

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