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 / Customer experience | Sales, Customer Insights,... / Map custom fields from...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Map custom fields from quotedetail entity to salesorderdetail entity

(0) ShareShare
ReportReport
Posted on by Samantha73 3,297
Hi All
I know how to map fields from the Quote to SalesOrder (header) but how do I map fields on the line level? From quote product to Sales Order Product? Is this something I can do from relationships mapping or need a plugin? When a quote is converted to an order it should auto populate the fields
Thanks
Categories:
Dynamics 365 Sales
I have the same question (0)
  • Suggested answer
    jonasschwarzwaelder Profile Picture
    jonasschwarzwaelder 52 on at
    Hi Samantha,
     

    You're correct that mapping fields from Quote to Sales Order at the header level is straightforward via entity relationship mappings. The same principle applies for line-level mappings between Quote Product (QuoteDetail) and Sales Order Product (SalesOrderDetail). Just make sure you keep the following things in mind.

     

    Field Mapping: Quote Product ➝ Sales Order Product

     

    You can map custom fields between Quote Product and Sales Order Product using standard entity mappings, provided the system relationship between the two is leveraged during the quote-to-order conversion process.

     

    In the following the two paths for setting it up:

     
    1. Use the Classic Customization UI (Legacy)
      1. Navigate to Advanced Settings ➝ Customizations ➝ Customize the System.
      2. Go to Entities ➝ Quote Product (QuoteDetail) ➝ 1:N Relationships
      3. Find the relationship to Order Product (SalesOrderDetail)
      4. Open the relationship and click Mapped Fields to define your field mappings.

        ​​​​​​​
    2. Alternatively, use XrmToolBox
      1. Use the "Your Entity Attribute Mappings" plugin for a more intuitive interface.

        Just ensure that the relationship is included in your solution if you plan to transport it across environments.
    ​​​​​​​Important Notes:
     

    Field Types Must Match: The source and target fields must have identical data types (e.g., Text to Text, Option Set to Option Set) for the mapping to work correctly.

     

    This mapping only applies when the standard quote-to-order conversion process is used. Custom processes may require plugins.

     

    Hope this helps clarify things!


     
  • Samantha73 Profile Picture
    Samantha73 3,297 on at
    followed the steps however below steps I cannot find the EIXISTING relationship to edit? It seems there is no existing relationship
    1. Find the relationship to Order Product (SalesOrderDetail)

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 March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 192 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 129

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans