?
Solved

address auto-population from account to quote

Posted on 2009-04-02
6
Medium Priority
?
453 Views
Last Modified: 2012-05-06
Hi, we are pretty new to CRM and would like to find out whether it is possible to auto-populate addresses from account to quote. If possible, would you please let us know how this can be accomplished?

Thanks
0
Comment
Question by:mei_liu
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
  • 2
  • 2
6 Comments
 
LVL 11

Expert Comment

by:rakeshAgarwal
ID: 24057248
Hi

 You can  do by using mapping

1.  Go  to settings --> customization --> customize entity --> open account entity --> go to 1:N relationship ---> find relationship  between account and quote  ---> open that --->  mapping ---> in mapping select source attrbute and target attribute


This will  only work when  you create quote from account form

Regards
Rakesh Agarwal
0
 

Author Comment

by:mei_liu
ID: 24060689
This works only if you have a single address for the account. What happens if you have three distinct addresses (one for the account, one for biling and one for shipping). The different addresses are entered under more addresses under the account. How does the mapping work for this senario? Thanks
0
 
LVL 10

Expert Comment

by:crm_info
ID: 24060981
That will clearly be a more complex mapping - you can map both of the two addresses that are on the main Account form to the quote. But if you have additional addresses in the More Addresses entity, then you'll only be able to map those if you click the Look Up Address button on the quote, or if you write a custom plugin to handle this.
For this level of customization, you should really be working with a certified Microsoft partner who has the appropriate developer and implementation certs.

0
Get your Conversational Ransomware Defense e‑book

This e-book gives you an insight into the ransomware threat and reviews the fundamentals of top-notch ransomware preparedness and recovery. To help you protect yourself and your organization. The initial infection may be inevitable, so the best protection is to be fully prepared.

 
LVL 11

Accepted Solution

by:
rakeshAgarwal earned 1000 total points
ID: 24061048
Hi

 You can  do this by creating a plugin. You  have download sdk and learn this.

regards
Rakesh Agarwal
www.dynamicsexchange.com 
0
 

Author Comment

by:mei_liu
ID: 24061186
Is it possible to use the workflow to create the additional addresses (billing and shipping) under more addresses at the time when the account is created, or does it have to be done by creating a plugin? Thanks
0
 
LVL 10

Assisted Solution

by:crm_info
crm_info earned 1000 total points
ID: 24061264
Unfortunately, no.  The Workflow engine in CRM does not expose the Address entity - so you cannot create new records in the More Addresses link at the time that you create the account.
0

Featured Post

Free Tool: SSL Checker

Scans your site and returns information about your SSL implementation and certificate. Helpful for debugging and validating your SSL configuration.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part I
Add bar graphs to Access queries using Unicode block characters. Graphs appear on every record in the color you want. Give life to numbers. Hopes this gives you ideas on visualizing your data in new ways ~ Create a calculated field in a query: …
This tutorial will teach you the special effect of super speed similar to the fictional character Wally West aka "The Flash" After Shake : http://www.videocopilot.net/presets/after_shake/ All lightning effects with instructions : http://www.mediaf…

771 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question