I would like to pull some additional data from the product entity to a quote.
To create a quote, I use a Word template.
When creating the Word template for the quote entity, I can only select the related entity "Quote Product". I am missing the related products (from the "Product" entity).
The entity "Quote Product" is related to the entity "Product".
How do I access the information of the "Product" entity in the Word template?
When creating it, I can only choose to add the "Quote Product" entity.
I somehow need to find a way to add the "Quote Product" entity as well as the related "Product" entity.
Is this possible? Preferably without coding.
As far as what you're allowed to include in the template, you have to copy the information from the Product to the Quote Product.
Related
So, I'm fairly new to Customization in Dynamics CRM and I've run into an issue. I've created an entity called 'Projects' that works fairly similarly to 'Quotes'. The entity Quotes contains a 'Products' list view where you can add, create, etc products in this view; I'm trying to recreate that in Projects. Is there a simple way to do this?
What I've tried so far is: I've noticed that Quotes is paired up with an entity called 'Quotes Products', so I've tried creating a 'Project Products' entity and created a relationship between the two similar to the relationship between Quotes and Quotes Products. I've then gone through and tried to recreate all the fields that Quotes has inside Projects in order to pair with Products, but I can't create Field type of 'Unique Identifier' like the ones Quotes has.
Any help would be appreciated. Thanks!
Basically what you are triyng to do is create N:N relationship between Products and Projects, You started good with creating Project product entity now you need to create lookup to product on Project product entity and youre good to go.
#Zach is right about the editable grid the whole thing sucks anyway.
We are using crm 2013 on premises.
I am having issues with customising the Quote Product (quote-detail) entity. I have seen a lot of posts about the relationship and mapping of the Quote Product entity to the Opportunity Entity. My problem is the mapping between the Quote Product entity and the Product entity.
A have data that I would like to pull from the product as soon as the quote product is created. This data is crucial for generating quotes for customers (I am currently generating the quotes to be send to customers from reports).
For example:
I want to put the product description on the quote. This I have done by querying the product description directly from the Product entity. The problem is that sometimes a custom description must be added or the default description for the product must be changed for a specific quote. To resolve this I would like to pull the product description from the Product entity and add it to a field in the Quote Product entity. The sales people can then alter the product description as required.
How can I accomplish this?
Unfortunately you would not be able to accomplish your task using mapping. You will have to develop code to do it. To get required fields you can use OData endpoint to get info from Product entity during onchange event of productid lookup field and pull it to opportunity product fields.
I have a business requirement that execs are really wanting to see. In our lead and email templates we have a few of our products listed. The products themselves are pretty stable but the prices are of course subject to change.
I'm OK with hard coding the product name into email but I was hoping the price could be a slug that get's resolved.
We only have one price list so nothing to worry about there.
I see no way to get access to the product and or price list entities through the data field values dialog.
So my thought was to create the 2-4 fields in the lead and opportunity entities. Then create a background workflow that takes the price from the price list and sets those fields.
Then when an email is generated I can access those hidden fields as they will be available through the lead or opportunity entity.
Any thoughts, concerns, better approaches?
Unfortunately CRM's email template system is not capable of what you describe out of the box. As you have discovered it will only permit you to insert placeholders from, or assocated with, the primary entity. It won't let you insert fields from other entities. What you suggest as a workaround is possible but it's not an ideal solution as you'll have these 2-4 redundant fields on each record type that contain duplicated data from the price list.
If you have any experience with creating custom workflow activities using the SDK then the best solution here is to create a custom activity that accepts either an draft Email or Email template as a input parameter, instantiates the email if required, loads the price list data, and performs your own custom placeholder replacements.
I've done this on a few projects in order to pass multiple entity records into the template, or to insert complex tables into emails by loading data from relationships. See the screenshots below for an example of how I've configured the email template and dialog process to pass both an 'Account' and 'User' record into the email template.
My Account entity has an Account Manager field. I would like to add this same field to Opportunity as a reference. Is there a way to add this field to Opportunity and make it point to the attribute "Account.Account Manager"?
I am using MS Dynamics CRM 4
What you're asking for is copying the field "Account Manager" in entity "Account" to entity "Opportunity", is it?
If that is what you want, you need to create a field named "Account Manager" (or whatever you wish to) in the "Opportunity" entity form; the field type being the same. And you need to have some kind of workflow/plugin/javascript to update the field in "Opportunity" form with the same value as present in the "Account" form.
EDIT: Based on your comment, I've edited the answer. You can achieve it by two means:
Have some kind of workflow/plugin populating the field in
Opportunity form from that of the Account form.
Fetch the value of the Account field by javascript on Opportunity
form load and display it in a field.
Also, you might want to make the field read-only in Opportunity form.
Is there a way of updating the Option Set options for the Marketing List Member Type to reflect an entity display name change? i.e. if the account entity has been renamed to organisation, is there a supported way of reflecting this in the displayed options? I have been able to achieve this using javascript, but wondered if there was a better way of achieving this? At the moment I am unable to change the descriptions of the current options: Account, Contact or Lead.
Simple solution..
Create a Solution in your crm org. Add Marketing list to it.
Export the translations from the solution and when you open the translation excel file you will see all 3 picklist values.
from there you can change the values.
If you have to rename an existing entity, you should also rename its 'messages'.
You will find them in the customization area. Open the entity account. There you will find 'messages'. These are the strings which are used for the entity.
For a complete renaming, you have to replace the term 'account' in these messages.
It's just a normal Option Set on the Marketing List entity called "createdfromcode" which has three options (Account, Contact, Lead) and the underlying values match the entity type codes (1,2,4).
You can't edit this option set directly, but you could set up your own with appropriate values and the labels you want to use, add that option set to the form and use javascript to copy the selected value into the existing field (which you keep on the form but not visible).