Tech Support > Microsoft Windows > Windows CRM > Quote & Quote product - this relationship on a CASE
Quote & Quote product - this relationship on a CASE
Posted by Matthew McMaster on July 2nd, 2008


Hi all,

I see on a quote, you can, via 'quote product' assign Products against a
quote, and as the Quote Product is its own entity, you can combine the
assigned Products with things like Quantity.

I want this functionality to be on my CASES, and i created a many to many
relationship to allow my cases to have Products assigned to them - but since
i dont have the magic component of Case Product, I cant assign a Quantity
agains the products i aligned with my cases.

Hopefully this is clear, and hopefully someone knows how I can set this up
so basically my CASES work with products the same way a QUOTE does.

Many thanks

Matt

Posted by Michael Höhne on July 2nd, 2008


As you said, you don't have a case product entity, so simply create it. Your
case product will have a many:1 relationship to the case and the product
entity, plus the required quantity attribute. In the case entity you will
get a new associated view named "Case Products" and when you create a new
case product, you have to select the product and enter the quantity, which
is exactly the same as you see in opportunities, quotes, orders and
invoices.

The relationship between cases and products won't be needed any longer.

--
Michael Höhne, Microsoft Dynamics CRM MVP
CRM Blog on http://www.stunnware.com

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"Matthew McMaster" <MatthewMcMaster@discussions.microsoft.com> schrieb im
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