Merge Two Opportunity RRS feed

  • Question

  • Hello Everyone,

    I am posting one scenario here, Kindly give me your suggestion over it.

    As per Our Client needs, i did some customization on Lead Form. After lead qualified i have created two separate opportunity for two different type of services based on the selection(from lead form). Once opportunities are Ready for quotation, i need to merge them as One. How can i merge them as one opportunity? If you need any more information about this, kindly ask me so that there will be clear understanding. 

    Thanks in Advance.

    vikas gupta

    Thursday, February 25, 2016 12:54 PM

All replies

  • Hi,

    I guess you want to do a merge automated. I'm not sure if you can do a merge request in a workflow (and I can't check atm) but you can do it with a plugin.

    You need to define when you want to do it and then you need to be able to point which two opportunities you want to merge, probably two with the same parent lead. Then you need to determine which is the master opportunity and if you want any data from the mergee to be present on the merged opportunity.

    I would register this as a post-operation plugin on update of opportunity and have a relevant check to see if the merge should happen.

    Hope it helps.

    Rickard Norström Developer CRM-Konsulterna
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Thursday, February 25, 2016 2:40 PM