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


  • 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,





    Tuesday, January 15, 2008 1:03 PM