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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Duplicate related reco...
Microsoft Dynamics CRM (Archived)

Duplicate related records to custom entity when quote is closed and contract is created

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Posted on by Community Member Microsoft Employee

Duplicate related records to custom entity when quote is closed and contract is created

Process

We defined the following sales process in our CRM environment:

Step 1: Create Opportunity

Step 2: Create Quote

Step 3: Add records to a custom entity (quote_ean) which is related to the quote (1:N relationship)

Step 4: Activate quote

Step 5: Close quote, Create sales order based on quote information, finish opportunity as succesfull

Step 6: The related records from Quote_Ean needs to be copied to a new entity SalesOrder_Ean

Problem

Is it possible, without using a plugin of SDK, to copy the related quote_ean records to a new entity (salesorder_ean)? We were thinking about a workflow but the problem is the 1:N relation, it should be possible to create 1 or more SalesOrder_EAN records.

I created a simple overview to explain our request

Quote_5F00_SalesOrder.png.

*This post is locked for comments

  • Verified answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Duplicate related records to custom entity when quote is closed and contract is created

    There is no default template or code available. You need to create it. You have try similar like below.

    social.microsoft.com/.../plugin-to-fire-on-quote-win

    Hope this helps

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Duplicate related records to custom entity when quote is closed and contract is created

    Syed,

    Thnx for your quick response. Are there default plugin templates existing for this solution? Or need we to create a selfmade plugin?

    There isn't a solution for my problem without using a plugin?

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Duplicate related records to custom entity when quote is closed and contract is created

    Yes you can create a plugin to create the same record in your custom entity upon change of status to Won.Register your plugin on update of quote entity.

    Hope this helps

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