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Microsoft Dynamics CRM (Archived)

Data Mappings from product to quote product.

Posted on by Microsoft Employee

So i setup a mapping for an initial cost and annual cost of a product, which i wanted to carry through to a quote product.

No data seems to be carried across for the same products. is this because of the varying amount of levels in quotes (quote, quote products, pricelists etc) or am i missing something.

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  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Data Mappings from product to quote product.

    Hi Steve,

    it might be worth looking at CRMToolBox

    I have done something similar as at the time the relationship mapping was not available

    community.dynamics.com/.../dynamics-365-crm-field-mappings-but-not-as-you-know-it

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