How to get products from opportunity to quote? RRS feed

  • Question

  • Hi!

    After qualifying the lead, the lead is converted to opportunity. In this stage, I added products to the opportunity. I have created a ribbon button to create quote. On clicking on the button, I want to auto populate the products from opportunity to quote using plugin.

    Can someone please help me to write code by getting opportunityid of the target and by building the query for opportunityproduct entity to query products.

    Thank you!

    • Moved by Dave PatrickMVP Saturday, January 2, 2021 6:51 PM looking for forum
    Saturday, January 2, 2021 5:38 PM

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    Regards, Dave Patrick ....
    Microsoft Certified Professional
    Microsoft MVP [Windows Server] Datacenter Management

    Disclaimer: This posting is provided "AS IS" with no warranties or guarantees, and confers no rights.

    Saturday, January 2, 2021 6:50 PM