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Customer experience | Sales, Customer Insights,...
Answered

Revise quotation plugin - add custom code

Posted on by 873

Hello,

In the quotation we have a relationship with our custom entity as follows 1:N:
pastedimage1673946253118v1.png

During quotation preparation, the sales team add multiple lines related to a quote.

When revising a quotation, we also wish to replicate the same lines on a new version of the quotation. This is very similar how it behaves OOB for the quote product lines.

pastedimage1673946275338v2.png

Is it possible to amend changes to the revise backend plugin code? If not, how do we know that the revise plugin has been kicked-off so we can trigger our custom action or plugin to inject our code logic to replicate the data on the table?

Would it be possible to provide a small example or documentation?

Any help is greatly appreciated.

Best regards,
EBMRay

  • Verified answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Revise quotation plugin - add custom code

    Hi,

    Please refer to below link:

    https://www.crmanswers.net/2017/11/catch-revise-quote-message-inside-plugin.html

    For reference:

    https://ellipsesolutions.com/dynamics-365-sales-managing-customer-quotes/

    pastedimage1673947556260v1.png

    Register plugin on create of quote and check the revision number.

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