Open Quote Product Entity form on click of selecting existing product RRS feed

  • Question

  • I am using CRM Online 2013.

    On the Quote Entity Form, we have a subgrid to Add products to the Quote.

    When we click on the Line Items it opens the Quote Product Entity Form.

    So, is there any way to open this Quote Product Entity form by default, when User selects the Product from Existing Product ?

    Flow should be  : User Clicks on the ‘+’ sign to add the Existing Product, then select any product, click on ‘Ok’, it should open up the Quote Product(Detail) entity form with the selected product details. So that User can modify the Amount or apply for the tax needed.

    Thank You,


    Monday, April 21, 2014 4:41 AM

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