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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Populate quote field f...
Microsoft Dynamics CRM (Archived)

Populate quote field from opportunity entity

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Posted on by Momi 71

Hello

I need an help

I need to automatically update (every time that they are created or changed) some field from the opportunity entity to the quote entity

I need to copy because I need to have an .xls report that collects info starting from the quote product to the opportunity (and with the export - starting from the product quote I'm able to collect data only  from quote product  up to quote and NOT up to the opportunty ) 

thank you

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  • Suggested answer
    Prashant_ Profile Picture
    Prashant_ 1,040 on at

    You need to write plugin on update of opportunity. You need to fetch all quotes related to opportunity and then update them.Following link help you to write plugins.

    https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/tutorial-write-plug-in

    On quote creation add your fields in entity mapping so those fields will be automatically map from opportunity to quote.

    https://www.marksgroup.net/blog/dynamics-365-mapping-fields/

  • Momi Profile Picture
    Momi 71 on at

    Thank you so much... but I'm in marketing and I'm not able to write code

    Any other possibility?

  • Prashant_ Profile Picture
    Prashant_ 1,040 on at

    If you need to update quote fields values from opportunity field update then you have to write code.

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