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

Notifications

Announcements

Sign Up for Ask a Community Pro Today!
Introducing our New Video Series: Community Spotlight
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Quote ID Number
Customer experience | Sales, Customer Insights,...
Suggested Answer

Quote ID Number

(0) ShareShare
ReportReport
Posted on by AshleyD

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

I have the same question (0)
  • Suggested answer
    Vinit_Bhagat Profile Picture
    Vinit_Bhagat 102 on at

    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.

  • AshleyD Profile Picture
    AshleyD on at

    Thank you now sorted appreciated

  • Suggested answer
    Vinit_Bhagat Profile Picture
    Vinit_Bhagat 102 on at

    Hi AshleyD 

    Good to hear that it resolved your issue.

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

News and Announcements

Sign Up for Ask a Community Pro Today!
Introducing our New Video Series: Community Spotlight

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the December Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 108 Super User 2025 Season 2

#2
TAHER_El_Mehdi Profile Picture

TAHER_El_Mehdi 30

#3
Satyam Prakash Profile Picture

Satyam Prakash 24

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans