Copying custom product fields to quote product / order product etc

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Hello I'm very new to CRM and I'm hoping this is a simple thing. Thanks for reading and thank you in advance for any guidance.

We're running CRM online 2016 version 8.1 if that helps.

I haven't been able to get Product description to display on the add product sub grid in opportunity or quote if entered manually it works which lead me to believe it was just a relationship thing.

I also have a few custom fields in the product entity and the same sort of behavior, I can tell there is a pointer to the product record inside the quote product record but it would appear that I need to copy the data from the product record into the quote product fields to be able to get it to show up on the quote product form or the word templates.

I checked the field types are the same and the mappings are displaying there but no joy on the data.

I contacted support and after some testing and agreement that the fields weren't showing up I was told it was by design and to contact a partner.

I'm hoping someone can help steer me in the right direction I'm not sure if it's the best solution but what I'd like is when the quote product record is created it's checked if it's and existing product or a write-in product and if existing it just copies the field data from the corresponding product record, if the user decided to edit the description or other fields from there that is currently ok.

Can this be done with workflows or business rules on the entity? or is javascript the only way? I'd prefer if it acted on record creation but if it's on the action in the form I can work with that, I tried some script before but couldn't seem to access the quotedetails subgrid it seemed like it had a delayed on load and trying to create the handler from the main form on load was failing.

I'd also be curious how to get all the sales person's user data attached to the quote record so I can map the xml fields in word to show their ph & email etc.

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Nithya Gopinath 17,078 on at

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Hi dimbulb,

Please refer the following thread and links. The steps for mapping the product fields to quote/order is explained in detail.

community.dynamics.com/.../123535

crmconsultancy.wordpress.com/.../productcataloguemapping-mscrm-fields-from-opportunity-product-to-quote-product

allaboutmicrosoftdynamicscrm.wordpress.com/.../mapping-custom-fields-from-opportunity-product-to-quote-product

http://missdynamicscrm.blogspot.in/2014/11/field-mapping-from-opportunity-quote-order-to-product-does-not-work-crm-2013.html

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Alagunellaikumar 6,212 on at

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Hi

Please refer the following URL.

crm.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records

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Community Member on at

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Thank you for the responses, but as I mentioned the mappings appear to already be there the data just doesn't come with them.

relationship between Product & Quote Product product_quote_details

relationship screen

mappings.

Is there anything else I should be checking??

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Alagunellaikumar 6,212 on at

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Why don't you write the plugin for quote product. Register plugin "create" "quoteproduct" post operation

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Community Member on at

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Thank you for the plugin suggestion but that is beyond my skill set at present. Is there some way to do this with the out of box solution?

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Alagunellaikumar 6,212 on at

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There is no way in OOB. If you wish let me know I will write a plugin code and share it to you

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Community Member on at

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If that wouldn't be too much trouble I'd be happy to try and learn. Thank you.

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Community Member on at

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So I decided to dive into the plugin creation route. The quotedetails entity has a lookup field "productid" pointing back to the product entity I want to copy fields from the product entity to the quotedetails is this the correct code

//create reference to product

EntityReference ProdRef = entity.Attributes["productId"] as EntityReference;

//get data from reference

var ProdTemp = service.Retrieve(ProdRef.LogicalName, ProdRef.Id, new Microsoft.Xrm.Sdk.Query.ColumnSet(true));

//assign value to existing entity

entity.Attributes["description"] = ProdTemp.Attributes["description"];

Thank you.

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Community Member on at

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Hi. This seems to be exactly what I need! I'm not new to CRM, but I'm new to coding... Where would I have to implement this code for it to work? Thanks a lot!

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Community Member on at

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This code is part of a plugin. I ended up getting a trial copy of Visual Studio Pro and using the CRM SDK was able to create and activate a plugin in our environment. msdn.microsoft.com/.../gg334724.aspx should help you with some of the basics.

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