Map Product to Opportunity Product

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Hello - I need to get the product description on my opportunity and quotes but I don't see how to do that because there is no mapping option within the product to opportunity product relationship. How can I get the product description (from the product entity) to appear on the opportunity and quote? Can anyone help?

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mscrmba on at

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RE: Map Product to Opportunity Product

Note: There is a 1:N relationship between Opportunities and Opportunity Products and also between Product and Opportunity Products so you'll only be able to show the Product data on an Opportunity Product sub-grid on the Product and Opportunity form views.

You normally need to use an O:data query (jscript code) to get information from a related (parent) entity into the child entity (e.g. opportunity product).

It may be possible to default values using 2015 business rules but I think you can only default a field to a specific value / values of other fields already held on the current form.

Or you could not actually store the data at the opportunity product level and just display the related entity (product) data in the view used for the sub-grid (opportunity product) on the other entity's (e.g. opportunity) form. That would show it on-screen. You would then need an SSRS Report / code to make it appear on a quote printout (especially if you need to combine the details in more than one field).

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Aileen Gusni 44,524 on at

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RE: Map Product to Opportunity Product

Kelsey,

You mean when you try to add product in the Opportunity Product?

Actually, there is relationship between Product and to Opportunity Product (if you use existing product only not write in), but the problem..

When you open the lookup it will show the Price List Item so that you wont see Product Description.

Is that you are referring to?

Thanks.

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Community Member on at

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RE: Map Product to Opportunity Product

Hi Aileen - yes, that's what I was referring to. I'm going to have my users create a new opportunity product which currently takes them to the new form (instead of using the inline edit view). After they choose the product, I want the product description to appear on the form so that the user can verify that they chose the correct product. In my situation, the descriptions are more helpful than the product ID or name.

As mscrmba suggested, I currently have the description in the subgrid view on the opportunity. This seems to be the best I can do, which is OK. I have another question though...

From the opp product subgrid on the opportunity, is it possible to open the quick create when adding a new opp product? Instead of opening the new opp product form, I want to simply use the quick create form. I've tried a few different things without success.

Thanks!!

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Aileen Gusni 44,524 on at

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RE: Map Product to Opportunity Product

Hi Kelsey,

Okay, great, excellent explanation by you.

I think you can redirect me to your purpose.

Because your requirement is 'after they choose the product' then want to show the description, I can suggest you with the codeless effort is using the Quick View Form..since you are also using CRM 2015.

Steps:

1. Go to Customization -> Entities -> Product -> Form

Create a new quick view form.

2. After that put the description field, save and close to save it and publish it.

3. Then go to Opportunity Product then you put this Quick View form for the Product entity as the lookup related entity field

And here is the result

This is will be available if only for the form you open or create new form, but you are using this, you are not using the Inline grid you said this.

The Price List entity view is not editable so if your purpose is to show any field other than just an ID or a Name, then you might consider to use Quick View Form.

Other references you might take a look:

https://www.powerobjects.com/2013/09/09/exploring-quick-view-forms-in-crm-2013/

https://technet.microsoft.com/en-us/library/dn531145.aspx

The other problem is to make it appearing in the Quote Product form since it is still using old style form.

For the Quote Product might be you just add the description field to the grid view in the Quote Product or just ask the user to get product from Opportunity to make it correct product or you can copy the description field to the Quote Product entity view.

Other workaround you might try this solution I am not sure about CRM 2015 but you might give a try

https://crm2011lookuppreview.codeplex.com/

For your other concern, the Quick Create Form.

I think you can have it on the Opp Product, since the setting is enable there.

Just go to the Customization, Opp product entity then tick the 'Allow quick create', then you configure the quick create form (in my picture I gave you explanation the quick view form but you can also there is another option so called quick create form right)

Just use it.

And Publish all, don't forget.

But remember the step I mentioned before, you cannot show the quick view form in the quick create form.

Hope this helps.

Thanks.

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Community Member on at

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RE: Map Product to Opportunity Product

I have the same issue Regarding the Quick Create form on Opportunity products- as far as I can see, if you enable Quick Create on Opportunity Products and create a Quick Create form, you can only launch the Quick Create Globally, that is, if you click the Quick Create button from the Nav bar. it does not launch when clicking "add new" from the Opportunity Products subgrid within the Opportunity. Any ideas on how to add this functionality? Also, on the Opportunity products subgrid, there's no Associated View pop up icon, just the add new "+":

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shaboo 97 on at

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RE: Map Product to Opportunity Product

To access the any hidden relationship mapping is a simple process

Step:1 Get entity relationship mapping id - replace source & target entity schema to desired entities you want

Add organization url/XRMServices/2011/OrganizationData.svc/EntityMapSet?$select=EntityMapId&$filter=SourceEntityName%20eq%20%27quotedetail%27%20and%20TargetEntityName%20eq%20%27salesorderdetail%27

To get Opportunity Products and Quote Products mapping id replace (source) opportunityproduct & (target) quotedetail this brings up the mapping id

Step 2

Add organisation mapping id followed by /Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=573dd306-d0e9-e511-80d7-5065f38b3611

replace mapping id to the one you get above

Mapping window will open

Best Wishes,

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Community Member on at

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RE: Map Product to Opportunity Product

Hello Kelsey,

I found an issue to get Product Value into Opportunity Product Line with JS or any "out of the box" dev. You can use Power Automate (flow) to do this :

I'm sorry, it's in French, but ask me for details.

Hope it help.

Have a nice day

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Alexandre Provost 5 on at

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RE: Map Product to Opportunity Product

Excellent method, but it seems it does not work when applied to Product entity. Any other way?

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shaboo 97 on at

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RE: Map Product to Opportunity Product

Using OOB Product Family and Product Properties will resolve the issue.

The products, opportunity products, quote products & order products to work to use additional fields on product entity is limited so use product properties as a custom fileds so you can simply carry over product products to the quotes & orders and all without writing a code.

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shaboo 97 on at

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RE: Map Product to Opportunity Product

There are ways around bringing the data to mapping however using the product properties works best if want to bring the data related to the product.

The product properties can automatically move from opportunity to the quote, order & Invoice. The definite recommendation without deviating from the out-of-the-box functionality.

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