Show same stakeholders on quotation as opportunity

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Posted on by MNarmeen

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Hi All,

I want to show Stakeholders of Opportunity in Quotation (to be autoselected according to the stakeholders in related opportunity form). Can anyone please help me achieve this functionality.

Using D365 version 9.0

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Answers (1)

Alex Fun Wei Jie 33,626 on at

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RE: Show same stakeholders on quotation as opportunity

Hi,

for the update part, if user suddenly add one more stakeholder , you need to handle the logic yourself. I am going to sleep, Happy 365 ing
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Alex Fun Wei Jie 33,626 on at

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RE: Show same stakeholders on quotation as opportunity

Hi Mn,

You can refer to below video

Download the sample code from below

https://1drv.ms/u/s!AqxkrdvD-9LagbsJSxxxfSX6dhtCHQ

How to create custom workflow

Follow the youtube on how to create custom workflow, by reference my code.
Alex Fun Wei Jie 33,626 on at

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RE: Show same stakeholders on quotation as opportunity

Hi,

i am building the code, i will share to you once available.
MNarmeen 1,846 on at

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RE: Show same stakeholders on quotation as opportunity

Yes please, I have wasted my whole day on it. want to get it done by today.

Thank you so much.
Alex Fun Wei Jie 33,626 on at

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RE: Show same stakeholders on quotation as opportunity

Hi,

ok got it, is this very urgent and do you have visual studio with you?
MNarmeen 1,846 on at

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RE: Show same stakeholders on quotation as opportunity

Yes, its the same Stakeholder grid im talking about.

I just want records in this grid to be shown in Quotation as well for the same opportunity. Subgrids are not helping in this scenario.
MNarmeen 1,846 on at

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RE: Show same stakeholders on quotation as opportunity

I have worked with CRM Workflows so far.
Alex Fun Wei Jie 33,626 on at

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RE: Show same stakeholders on quotation as opportunity

Hi,

to confirm we are in the same page, the below highlighted part is the one you mentioned right?
Alex Fun Wei Jie 33,626 on at

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RE: Show same stakeholders on quotation as opportunity

Hi M N,

do you have any experiences on dealing with custom workflow or plugin?
Alex Fun Wei Jie 33,626 on at

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RE: Show same stakeholders on quotation as opportunity

Hi,

give me some time, i need to test it on my own environment.