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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Quote ID Number

Customer experience | Sales, Customer Insights,...

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Quote ID Number

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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

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Vinit_Bhagat 102 on at

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RE: Quote ID Number

Hi AshleyD

Good to hear that it resolved your issue.
AshleyD on at

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RE: Quote ID Number

Thank you now sorted appreciated
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Vinit_Bhagat 102 on at

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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.

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.

This will solve your problem.

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