Microsoft Dynamics CRM (Archived)

Convert Opportunity to Quote

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Does anyone know if it is possible to convert a opportunity (won) into a quote without using code?

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ThomasN 3,190 on at

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Hi Hayley, thanks for reaching out.

Are you asking if it is possible to convert won opportunity that is now inactive to a quote? Or just in general how to convert an opportunity a quote when closing the opportunity as Won?

For the second one you adjust the Opportunity form to have a subgrid or way to create a related Quote on the opportunity. Then go through quote business process. Once the quote is accepted the system handled closing the opportunity as won, and updated actual value, or not.

Let me know if more detail needed or if I am missing the mark. Have a great day!

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Varsha deshpande 135 on at

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Hi Hayley,

We can reopen the won opportunity by clicking 'REOPEN OPPORTUNITY' on opportunity form which is highlighted below:

Once the ooprtunity is reopened you can create quotes to the opportunity. For more details visit

https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-or-edit-a-quote-sales.aspx

Hope this is helpful

Regards,

Varsha Deshpande

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yleclerc 1,549 on at

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There are many ways this can be achieved. One of them is using an on-demand workflow to transfer the desired data from the Opportunity to the Quote.

If you are also looking to transport the products from the Opportunity to the Quote, there is at least one tool that will allow you to copy them over in the same Workflow

github.com/.../wiki

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Martin Donnelly 1,030 on at

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In 365 all you have to do is mash the + sign on the opportunity Quotes grid to get a populated quote. But why doesn't it move all columns from oProduct to qProduct? I have system pricing turned off and I expect the Extended Amount to copy and it doesn't. Is there a mapping somewhere I can configure or is this something I have to accomplish in my custom pricing code?

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Kokulan 18,054 on at

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Hi

Please refer to the link below if you would like to check or update OProduct to qProduct mapping which is not exposed by default

www.inogic.com/.../add-mapping-for-custom-attribute-of-order-product-to-invoice-product

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

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Martin Donnelly 1,030 on at

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what if there's 50 entries and none of them are for salesorderdetail, quotedetail or opportunityproduct?

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Kokulan 18,054 on at

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Hi

As explained in the links, you will be building the URL to open only the mapping between oProduct and qProduct. Once you got the URL, it will should display all the mapping between the two.

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Martin Donnelly 1,030 on at

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Yes. I got no results so I dropped the $select and scanned all of them. There are 50 entries and none of them are for oProduct/oqDetail.

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Kokulan 18,054 on at

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Hi

Run the following query in FetchXML builder plugin on XrmToolBox to get the mapping id

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" >
<entity name="entitymap" >
<attribute name="entitymapid" />
<filter type="and" >
<condition attribute="sourceentityname" operator="eq" value="opportunityproduct" />
<condition attribute="targetentityname" operator="eq" value="quotedetail" />
</filter>
</entity>
</fetch>

From the results, copy the mapping id and replace the the mappingid placeholder in the the URL below and also set the URL of your ORG.

https://[CRM Org URL ]/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=[mappingid]

Once you built the url, you will get a page like the following

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Martin Donnelly 1,030 on at

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Genius, I say, genius!

So, back to the main topic. I have verified mappings for both Oppty=>Quote and Opptyproduct=>Quotedetail. However, several fields don't migrate.

Quote: {totallineitemamount, totalamountlessfreight, totalamount, discountamount}

Quotedetail: {baseamount, volumediscountamount, extendedamount} -- I would say the Money fields but that priceperunit makes it over.

Again, I have the autopricing feature turned off and I'm the only one who has created any plugins for this org. So, no process should be touching them. UNLESS there is something in one of the "extension" apps -- Customer Service, Customer Service Hub, Sales and Sales Hub.

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