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Map a custom field from Quote Product to Order Product in CRM 2011. RRS feed

  • Question

  • I would like to map a custom field on Quote Product to the parallel field on Order Product. It doesn't seem that Microsoft has granted access to this relationship, out of the box. Does anyone know how to access these relationships? Or, how to create a new one?

    I have also tried to update the Order Product custom field using a custom workflow, but the "Update Record" command does not even allow you to update the Order Product itself.

    Any ideas?

    Friday, March 15, 2013 4:14 PM

Answers

All replies

  • Out of the box you can't edit the mappings.

    I created a tool to allow just that.

    CRM 2011 Entity Maps


    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Friday, March 15, 2013 4:18 PM
    Moderator
  • Jason -- This is great! Thank you so much : )

    Saturday, March 16, 2013 2:02 PM
  • Hi Jason, I imported your solution. I could see other entities but not Opportunity Product and related entity Quote Product..  I am wondering if this would work with CRM 2013 online as it will be upgraded soon. Appreciated it. 
    • Edited by CRM elite Thursday, October 31, 2013 1:28 PM
    Thursday, October 31, 2013 12:55 PM