- How can i convert a quote to case in CRM?
- Posted by mayw1982@hotmail.com on November 15th, 2007
My boss ask me to convert a quote to case in CRM, which the case have
QuoteId, title and customer name from quote. I was looking for some
sources but cant find anything related wth this case. could anyone can
help me about it?
- Posted by Mark @ CTi on November 30th, 2007
You will need to do some custom coding. We create a Quote, convert to an
Order, and from the Order form use a custom aspx page called by a toolbar
button to create a Case, passing whatever fields we need to the Case.
Let me know if you need further info.
"mayw1982@hotmail.com" wrote:
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