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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Show order menu item i...
Microsoft Dynamics CRM (Archived)

Show order menu item in quote menu

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Posted on by Community Member Microsoft Employee

Hello,

When i'm in a quote entity and navigate to the quote submenu I will see my [Quote Details] group with the menu option [Quote Products]. What I actually want is that I also have a [Order] button under it:

Quote-Submenu.PNG I want the button [Order] on the place of the red marked area.


When I go to the [Quote to Order] relationship I can not set the Display Option unrder "Navigation Pane Item for Primary Entity". It's value is set to Do not Display and is read-only:

6013.Not-editable.png


My question is:

Is it possible to display the [Order] menu under the quote submenu and if so, how can i realize it.


Thanks,

Joey

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Show order menu item in quote menu

    Hi Ravi,

    True, The menu item is under "Quote Details" in my form editor but look at my 2nd image in my first post.

    The option for the navigation display, It is set to "Do Not Display", I guess this makes the navigation item invicible? Even if i have it in set in the "Quote Details". But i can not edit that option.

    Sincerely,

    Joey

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Show order menu item in quote menu

    Hi Joey,

    You need to customize the form and add the Order ink under navigation.

    Refer these -

    www.microsoft.com/.../add-or-edit-form-navigation-for-related-entities.aspx

    www.youtube.com/watch

    Hope this helps

  • nitinagg16 Profile Picture
    nitinagg16 200 on at
    RE: Show order menu item in quote menu

    Yes, you can do that by using site map editor.

    Thanks

    Please mark the answer as verified if it was helpful.

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