Wednesday, August 26, 2015

MSCRM 2015: Using Revisions with a Custom Quote Number

In my previous blog post, I provided instructions on creating a custom quote number. Now I'm going to go into more detail about using it on your forms and with the revision ID that MSCRM provides.

In my case, the client wanted to use a custom quote number along with the revision functionality that Microsoft provides. In order to do this, I had to make sure that the custom quote number stayed the same if a quote was revised. I needed it to behave in the same way as the OOTB quote ID.

1. The first thing I did was hide the OOTB quote ID on my quote form. Edit the form then open the field properties to uncheck the box that says "Visible by default."

2. Next I modified my original workflow that creates and sets the custom quote number. I added a "Check Condition" clause that checks if the revision ID is 0 or blank.

3. Then the steps from my original workflow are executed within the clause. Here is what the workflow looks like now:
4. Now when I revise a quote, my custom quote number will stay the same but my revision ID will increase as intended.

20 comments:

Олег Кієнко said...

awriter.org
This is very much a work in progress whenever I find out about one who is more beautiful than any of these I will add her and kick out number ten Thanks for sharing the informative post.
Regards
awriter.org

Dennis Davis said...

An intriguing discussion is worth comment. I do think that you should publish more on this subject matter, it may not be a taboo subject but typically folks don't discuss these issues. To the next! Cheers!! Also check this article http://blogs.naturalnews.com/5-ideas-promoting-business-small-community-high-market-saturation/

PLC training in chennai said...


WIZTECH Automation, Anna Nagar, Chennai, has earned reputation offering the best automation training in Chennai in the field of industrial automation. Flexible timings, hands-on-experience, 100% practical. The candidates are given enhanced job oriented practical training in all major brands of PLCs (AB, Keyence, ABB, GE-FANUC, OMRON, DELTA, SIEMENS, MITSUBISHI, SCHNEIDER, and MESSUNG)

PLC training in chennai
Automation training in chennai
Best plc training in chennai
PLC SCADA training in chennai
Process automation training in chennai
Final year eee projects in chennai
VLSI training in chennai

Naman Singh said...

If you are looking Best Packers and Movers so Visit at :
Packers and Movers Pune
Packers and Movers Bangalore
Packers and Movers Hyderabad

Naman Singh said...

If you are looking Best Packers and Movers so Just Visit At:
Packers and Movers Gurgaon
Packers and Movers Mumbai
Packers and Movers Delhi

Naman Singh said...

Thanks for post this helpful post - Please visit for More information about -
Packers and Movers Noida
Packers and Movers Chennai
Packers and Movers Ghaziabad
Packers and Movers Faridabad
Packers and Movers Navi Mumbai
Packers and Movers Thane

Naman Singh said...

Thanks for all your information, Website is very nice and informative content.
Packers and Movers in Hyderabad
Packers and Movers in Pune
Packers and Movers in Bangalore
Packers and Movers in Mumbai
Packers and Movers in Delhi
Packers and Movers in Gurgaon

xumeiqing said...

20160530meiqing
omega seamaster
skechers shoes
adidas shoes uk
adidas stan smith
birkenstock
nike free runs
coach outlet online
oakley sunglasses
coach outlet
levis jeans
louboutin
true religion jeans
rolex replica watches
nike air force white
louis vuitton outlet
nike huarache white
nike blazer
ghd hair straighteners
louis vuitton outlet
ray ban outlet
lacoste shoes
toms shoes
fitflops clearance
holliste sale
canada goose
michael kors outlet online
lacoste outlet
rolex watches
canada goose outlet
polo outlet
north face jackets
nike free flyknit 4.0
michael kors outlet online
ray-ban sunglasses
ray ban outlet
burberry handbags
nike free run black

Zheng junxai5 said...

zhengjx20160623
coach outlet store online
louis vuitton handbags
christian louboutin sale
jordan retro 13
air jordan shoes
christian louboutin outlet
burberry handbags
louis vuitton outlet
jordan retro 11
ralph lauren
kd 7 shoes
michael kors outlet clearance
coach outlet
toms outlet
ray bans
louis vuitton bags
polo ralph lauren
giuseppe zanotti outlet
supra for sale
nike store
louis vuitton outlet
jordan 3 powder blue
michael kors outlet
gucci bags
nike air max uk
toms outlet
ray ban sunglasses outlet
louis vuitton outlet
vans sneakers
michael kors outlet
polo ralph lauren outlet
louis vuitton bags
designer handbags
coach outlet store online
nike running shoes for men
celine bags
louis vuitton purses
ray ban sunglasses
coach outlet
michael kors handbags

Zheng junxai5 said...


zhengjx20160623
coach outlet
rolex watches
concord 11
polo ralph lauren outlet
michael kors outlet clearance
celine handbags
coach outlet online
michael kors outlet clearance
coach factory outlet
air jordan 4
adidas superstar
michael kors outlet online
louis vuitton outlet
michael kors outlet
louboutin shoes
adidas stan smith
longchamp outlet
oakley sunglasses
cheap ray ban sunglasses
tods outlet store
nike roshe one
adidas uk
michael kors outlet clearance
fitflop clearance
kate spade outlet
kobe shoes
north face jackets
insanity workout
kobe 10
ray bans
jordan concords
kobe 8
ladies cartier watches
air jordan homme
oakley sunglasses
ralph lauren sale
louis vuitton outlet
christian louboutin sale
coach factory outlet online
replica rolex watches

Hua Cai said...

tory burch outlet
fitflops uk
tory burch outlet
longchamp pliage
coach factory outlet
oakley sunglasses
tiffany and co
michael kors handbags clearance
michael kors handbags
tory burch outlet online
michael kors canada
nike free 5.0
coach outlet store
cazal sunglasses
rolex watches outlet
ralph lauren uk
gucci sunglasses uk
air jordan 11
nike tn pas cher
coach outlet
louboutin pas cher
oakley sunglasses
michael kors outlet online
lululemon outlet online
swarovski jewelry
michael kors outlet
longchamp pliage
gucci outlet
nike trainers uk
jordan shoes
longchamp solde
nike air force 1
tiffany and co
swarovski crystal
michael kors outlet online
20160716caihuali

Fangyaya said...

dallas mavericks jerseys
fitflop shoes
michael kors outlet online
christian louboutin sale
miami heat jerseys
ray ban outlet
ugg slippers
oakley sunglasses wholesale
louis vuitton handbags
jordan shoes
ray ban pas cher
oakley outlet
timberland boots
minnesota vikings jerseys
vans outlet
nike running shoes
oakley sunglasses outlet
cheap oakley sunglasses
rolex watches
ugg boot uk
christian louboutin shoes
coach outlet store
longchamp le pliage
louis vuitton outlet
longchamp bags
chicago bulls jerseys
louis vuitton bags
toms outlet
ralph lauren outlet
red bottom shoes
jordan 3s
tiffany rings
michael kors handbags
christian louboutin pas cher
ugg outlet online
beats by dre
tory burch flats
ralph lauren
uggs outlet
adidas factory outlet
20168.13chenjinyan

caiyan said...

ugg australia outlet
polo outlet
ralph lauren pas cher
red bottoms
rolex watches
ugg outlet
cheap jerseys
coach factory outlet
ugg boots
timberland boots
20161018caiyan

Raj Kumar said...

Thanks for sharing your great information please keep it up...
Best Packers and Movers Pune
Best Packers and Movers Mumbai
Best Packers and Movers Pune Blog
http://www.bestpackers.org/category/packers-and-movers-pune

Meiqing Xu said...

michael kors outlet
michael kors outlet clearance
christian louboutin shoes
ysl outlet
borse gucci
nike air max outlet
pandora charms
hugo boss outlet
true religion outlet
cheap oakley sunglasses
20161209caiyan

xumeiqing said...

20170122meiqing
birkenstock sandals
tiffany and co outlet
true religion
cheap oakleys
ugg boots outlet
chaussure louboutin
cheap uggs
adidas shoes
canada goose
oakley sunglasses

Angel said...

A very useful kind for example. Very interesting reading article.I thank you for his efforts to write this great product.
investors in India

Prins Upadhyay said...

We are really grateful for your blog post. You will find a lot of approaches after visiting your post. Great work.marble price

Prins Upadhyay said...

This is also a very good post which I really enjoy reading. It is not everyday that I have the possibility to see something like this.Luxury Escape

chenlina said...

nike air max uk
louis vuitton outlet
levi's jeans
hollister clothing
fitflop shoes
chanel handbags
christian louboutin shoes
columbia shoes
oakley sunglasses canada
nike roshe run
chenlina20170228