Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Quote ID Number

(0) ShareShare
ReportReport
Posted on by

Is there away to show the quote ID number on an order form so that the accounts team can see all the relevant details.

Thanks

  • Suggested answer
    Vinit_Bhagat Profile Picture
    Vinit_Bhagat 102 on at
    RE: Quote ID Number

    Hi AshleyD 

    Good to hear that it resolved your issue.

  • AshleyD Profile Picture
    AshleyD on at
    RE: Quote ID Number

    Thank you now sorted appreciated

  • Suggested answer
    Vinit_Bhagat Profile Picture
    Vinit_Bhagat 102 on at
    RE: Quote ID Number

    Hi AshleyD,

    To see the "Quote ID" number on an Order form, Add "Quick View Form" of "Quote" entity on Order entity form and add the Quote ID field on Quick View form. 

    See the below screenshot.

    pastedimage1675860049132v1.png

    To add the Quick View form, Go to customization=>Open the Order entity form=> Click on Insert tab => Click on "Quick View Form" button as shown below.

    pastedimage1675860405447v2.png

    This will solve your problem.

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

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans