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Notes are missing as a auote is turned into an order RRS feed

  • Question

  • If I create an order from a quote all the notes related to the quote are not to be found on the order. In some situations this is good and others this might be bad. From what I can see there is not options in the CRM system that lets me choose if I like then copied or not or are there?

     

    If this can’t be done by CRM as is then I guess I have to create a workflow that does this for me. Any other suggestions?

     

    Tuesday, January 15, 2008 10:00 AM

Answers

  • You are right it is not in standard MS CRM , but you can achieve this using callouts or .net assembly call from workflow on create order.

     

    For that you need CRM SDK, & .net skills to achieve that.

     

    Best Regards,

    Imran

     

    http://microsoftcrm3.blogspot.com

     

    Tuesday, January 15, 2008 1:03 PM
    Moderator