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Microsoft Dynamics CRM (Archived)

Approach to auto close a quote

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Posted on by Jitendra Sahu

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Hi Devs,

I have a requirement where my opportunity is being closed using CRM SDK and an order is getting created.

Our Pricing (Quotation) part is handled in other system so we need to create auto approved quote which will be associated with Order using N:1 relationship.

What should be the best approach to achieve this?

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Hosk on at

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A workflow would be the easiest way to do this or a plugin, triggered when the order is created or opportunity is closed.

You will need to figure out what criteria should be there for an auto quote is created

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ScottDurow 23 on at

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Presumably you need the quote to contain information from the external system (otherwise what would be the point in having it?!) so you could use an import tool such as scribe or KingswaySoft's SSIS adapter. I recommend the later!

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