CRM 4.0 cascading or mapping (moving data from quote to salesorder) RRS feed

  • Question

  • What happened to the mapping in 3.0 that allowed you to pass data from one entity to another?   is this cascading now?

    I have some custom fields on my quotes entity that I need to be passed when I create a salesorder.  How on earth do I do this?  Also I don't want the salesorder to change the quote data.  Is there a way to tie into the create salesorder button(if this is even needed).

    Any prompt help would be greatly appreciated.


    Thursday, March 12, 2009 7:17 PM


  • OK so after playing with CRM, I finally found it.  If you create a new relationship 1:N > set the related entity > save >Select mappings

    Why is this no where in the help?

    If you read this thanks!!!!


    • Marked as answer by David Withers Thursday, March 12, 2009 8:11 PM
    Thursday, March 12, 2009 8:10 PM