Copy Quote Functionality In CRM 2013 RRS feed

  • Question

  • Hi Experts,

    I have a requirement where User clicks on Copy Quote custom button on a new quote form and On click a pop up window will appear where user can select a source quote.After selecting the source user clicks on submit , then all the data from source quote will be copied to new Quote form.

    Any help on this??

    Thank You

    Saturday, April 2, 2016 6:11 PM

All replies

  • Hi Sashi,

    You can achieve this using below approach.

    1. Create a new  Copy Quote custom button using Ribbonworkbench.

    2.Create an HTML web resource and design it to get the quote details using xrmservicetoolkit.

    3. Open this custom page using this

    4. Once above steps are implemented, you can create clone of selected quote record.

    Hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Wednesday, April 6, 2016 10:30 AM