web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Show same stakeholders...
Microsoft Dynamics CRM (Archived)

Show same stakeholders on quotation as opportunity

(0) ShareShare
ReportReport
Posted on by MNarmeen 1,848

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 

*This post is locked for comments

I have the same question (0)
  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi M N,

    in quotation form, do you want to let user add stakeholders? or only for view purpose？

  • MNarmeen Profile Picture
    MNarmeen 1,848 on at

    I want to show the same stakeholders as in opportunity form.

    My original requirement is showing 3 stakeholders on quotation grid (which are additional fields from the opportunity form). Stakeholders will remain same for the same opportunity . So whenever I create a new quote from the quote sub grid in opportunity my stakeholders will be replicated as it is. only total amount and quote name will be changed by the crm user every time for a new quote

  • MNarmeen Profile Picture
    MNarmeen 1,848 on at

    It is like copying the name of the stakeholders from opportunity to quotation form. so i can show them on the quotation view.

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

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

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi M N,

    do you have any experiences on dealing with custom workflow or plugin?

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    to confirm we are in the same page, the below highlighted part is the one you mentioned right?

    1526.24.png

  • MNarmeen Profile Picture
    MNarmeen 1,848 on at

    I have worked with CRM Workflows so far.

  • MNarmeen Profile Picture
    MNarmeen 1,848 on at

    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.

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    ok got it, is this very urgent and do you have visual studio with you?

  • MNarmeen Profile Picture
    MNarmeen 1,848 on at

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

    Thank you so much.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans