Mapping Opportunity Products to Quote Products in MSCRM 2011/ 2013

    DynCRM_OrionStripes

    The creator of CRM 2011-2013 Entity Maps 2.0.0.0 made a simple utility to display the common mappings between entities in one interface. This is meant to expose mappings that are hidden from the user. Meaning they are not available in the normal interface.  In our case, we were not able to easily create mappings between opportunity products and quote products.

    Mapping Opportunity Products

    When we wanted to promote an opportunity to a quote, the respective fields for the product were not getting mapped.  This third party solution gets added into your solutions list and when you open it, it exposes those mappings allowing for easy mapping of fields between screens that would otherwise be unavailable.

    Solution for: Microsoft Dynamics CRM 2011 or 2013 On-Premises or Online versions

    License Type: GNU General Public License version 2 (GPLv2)

    How To Instructions:

    Download the CRM Entity Maps Then you import the solution. Mapping Opportunity Products:

    Configuration menu in CRM

     

    The important element on this screen is the Configuration setting. Here is the window that pops up with examples of mapping:

    Example of mapping sCRM

    Double clicking on any of the mappings will pull up a window like this one:

    Pull up of Mapping CRM width=

    Clicking “new” allows you to decide which fields you want to map from the left hand(primary) entity to the right hand (related) entity.

    To generate mappings complete from the drop down menu “More Actions”.

    image001

     

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    TJ McDowell

    TJ McDowell

    Datix's EVP of Software Development, TJ, is a veteran development leader with experience in ASP.NET, SQL Server, Project Management, and many other valuable technologies. TJ possesses the ability to quickly transform technical requirements into powerful business outcomes.

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