Posts

Showing posts from March, 2016

Mapping of fields from Opportunity Products to Invoice Products or Quote Product

Image
Mapping of fields from Opportunity Products to Invoice Products or Quote Product Recently, one of my customers would like to map couple of common custom attributes during execution of entire sales cycle. They are using the out of the box Dynamics CRM sales process. They have these attributes on Opportunity Product entity and want the same values to be auto populated with rest of the sales cycle. Like, when you create Quote record with Quote Products from an opportunity, the same custom attributes should be filled automatically for Quote Products. Likewise, the custom attributes should be populated when you create an Order with Order Products from a Quote and Invoice with Invoice Products from an Order. Out of the box you cannot find such mappings on these relationships. So, to achieve this requirement, you can use below trick to generate the hidden mappings URLs. On your development server/machine you just need to execute below query in SQL Management Studio to find out relat...