In Dynamics 365 it might be common to add custom fields to opportunity products, quotes lines, order lines and invoice lines. As we progress from an opportunity into a quote, or a quote into order etc, we’d want these custom fields to carry forward. But the relationship between these tables is (for some crazy reason) hidden. In this post I will explain how to resolve this challenge.
I’m…
Continue Reading Neil Parkhurst’s Article on their blog
Dynamics 365 Field Mappings to Quote, Order and Invoice
In Dynamics 365 it might be common to add custom fields to opportunity products, quotes lines, order lines and invoice lines. As we progress from an opportunity into a quote, or a quote into order etc, we’d want these custom fields to carry forward. In this post I will explain how to resolve this challenge.
Blog Syndicated with Neil Parkhurst’s Permission
More About This Author
Array
Dyn365CE20 September 2023Omnichannel for Customer Service – Assignment Priorities
Dyn365CE14 September 2023Dynamics 365 Field Mappings to Quote, Order and Invoice
Dyn365CE13 September 2023Birmingham D365 and Power Platform User Group – September 2023
Dyn365CE23 August 2023Sales Sequences
