Plugin to generate new quote number RRS feed

  • Question

  • Currently on our system, Dynamics CRM 2011, the people booking quotes in generate a task to create a new quote for a customer.

    This is then picked up by memebers of the sales teams who open the task up and click a create a quote button, this fires a workflow which:

    * Generates a new quote.

    * Updates the fields for the QuoteId, Quote number and revision on the current task.

    * The user will then raise a callback for the quote, from the old task.

    As this is run via a workflow it is not the quickest, the user to press refresh the task page numerous times until the task is updated with the quote details.  How do I go about converting this to a plugin?



    Monday, November 10, 2014 11:08 AM

All replies

  • https://advcrm2011autonumber.codeplex.com/
    Thursday, November 20, 2014 5:08 PM