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Microsoft Dynamics CRM (Archived)

creating work order from opportunity

Posted on by Microsoft Employee

hi,

i am trying to understand and create a work order from the opportunity entity.I have seen and followed the steps from referring the below site, 

( https://community.dynamics.com/crm/b/crmandunifiedservicedesk/archive/2016/01/01/fieldone-sky-create-a-work-order-from-an-opportunity)

but cant rectify the one error

2548.test.png

i am not sure how to set tax code to my account(and their benefits).Anyone have any idea how to deal with this error. 

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: creating work order from opportunity

    Add filed Tax Excempt 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: creating work order from opportunity

    Your are right but the field are in account (unused in form)

  • Verified answer
    Dynamics_Alok Profile Picture
    Dynamics_Alok 1,746 on at
    RE: creating work order from opportunity

    I think you dont have Tax Exempt field visible on Opportunity form.Make it visible and required.

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