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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Sales quote and Sales ...
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Sales quote and Sales order linking

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Posted on by Tharun7614 5

Hello , 

I wanted to know if it is possible to link an exisiting sales order to a newly generated sales quotation or if it is possible to back track and create a sales quotation for an existing sales order?

  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Sales quote and Sales order linking

    Hi Tharun7614,

    Quote and Order have 1:N relationship: 

    pastedimage1681957213021v1.png

    There is one quote lookup field on the order form, so you can create new quote in the lookup field:

    pastedimage1681958073286v3.png

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