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Connecting 2 Opportunities to 1 Quote

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Posted on by HP7

Hello,

We currently have a need for 2 different sales people to manage 1 opp, however we need to create 2 opportunities as the Opportunity would be split 60% to one team and 40% to another.

I didn't want to set up 3 opportunities as it would cause double counting.

Is there a way to create 2 opportunities, and connect them to 1 quote and manage the opportunities through the quote?

Thank you :)

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Adrian Begovich 1,032 Moderator on at

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Hi HP7,

It is possible to create two opportunities and connect them to one quote by creating a 1-to-Many relationship between the quote entity and the opportunity entity, but I do not recommend taking this approach. You create the quote record from an opportunity record in a typical sales process, so it does not make sense to have the quote entity as the parent of your opportunity records. Opportunity records are the parent records of quote records through the out-of-the-box opportunityid field and its opportunity_quotes relationship.

I think the best approach is to leave the record as one opportunity record and alter your security model so both sales people can work on the record. This avoids unnecessary duplication of data. You can achieve this with owner or access teams.

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LuHao 40,892 on at

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Hi partner,

Agree with Adrian.

It is not recommended to connect two Opportunities to a Quote, because this does not conform to the business logic of Sales Opp.

A better solution is to have two users edit an Opportunity together by access team. We can create a User lookup field on the Quote Line entity to represent the owner. In Opportunity Line, the owner is Create By. When a Quote is generated from the Opportunity, the Quote Line owner inherits the Create By value of the Opportunity Line. In this way, we can distinguish the products by user in Opportunity and Quote.

Step 1. Add Access Team sub-grid for Opportunity form.

Access team reference: https://www.quantacrm.com/2016/12/19/setup-access-teams-dynamics-365-crm/

Step 2. New a User lookup field for Quote Line.

Step 3. New a 1:N relationship between Opportunity Line and Quote Line, new a mapping between Create By field of Opportunity Line and the new User lookup field of Quote Line.

This way, we can distinguish which products in Quote and Opportunity are responsible for Aser A and which are responsible for User B. In Opportunity, it is identified according to the Create By field of Opportunity Line, and in Quote, it is identified according to the User lookup field of Quote Line.

We can also create two rollup fields in Opportunity and two in Quote to aggregate the total value of the products each user is responsible for.

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