Good day everybody!
So i am developing in Dynamics365 CRM and i need Opportunity Products NOT to get copied when one creates a new quote. I want to manually do that with a plugin, so as to perform certain calculations an set custom fields. How do i disable this out of box feature?
Thanks again everybody!
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Hi,
I also had similar requirement, I achieved this by customizing +New button command on Quote subgrid.
I customized command and called my own function with the same parameters passed to +new button command action.
Then in my own JavaScript function checking for parentEntityTypeCode =3 then calling workflow which will create Quote from Opportunity using GenerateQuoteFromOpportunityRequest request, and then deleting products copied from opportunity.
When parentEntityTypeCode !=3 then calling same function used in +new button command, so that it will do same work from other entities like account or contacts to create quote.
Hope this will give you idea.
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