In Dynamics 365, it is common to add custom fields to opportunity products, quote lines, order lines, and invoice lines. As we transition from an opportunity to a quote, or from a quote to an order, etc., we want these custom fields to be carried forward. However, the relationships between these tables are hidden, which complicates the process. In this post, I will explain how to address this challenge.
The process is straightforward. First, we will use XRMServices to retrieve the unique ID of the required relationship in our environment. Then, we will add this unique ID into a second URL that allows us to maintain the mappings.
Just a note: I assume you are familiar with relationship mappings. This concept allows fields from a source entity to be mapped to a target entity, so newly created records inherit values from their parent. For example, when creating a contact from an account record, we expect fields like the address from the account to carry over to the contact.
In this specific scenario, I want fields available on my opportunity lines to map to quote lines. Similarly, when creating an order from a quote, I want the order lines to match the quote lines. For instance, if you create a custom field to show the billing frequency of each product, you’d want that field to be consistently displayed on your quotes, orders, and invoices.
Usually, you can tweak the mappings on relationships for most Dynamics 365 tables. However, mappings between opportunity to quote, quote to order, and order to invoice do not appear in the general UI, which presents a challenge.
Below are three links that, when you insert your organization URL, will return the ID for each of these relationships.
From Opportunity Products To Quote Products
<Your ORG URL>/XRMServices/2011/OrganizationData.svc/EntityMapSet?$select=EntityMapId&$filter=SourceEntityName eq %27opportunityproduct%27 and TargetEntityName eq %27quotedetail%27
From Quote Products To Order Products
<Your ORG URL>/XRMServices/2011/OrganizationData.svc/EntityMapSet?$select=EntityMapId&$filter=SourceEntityName eq %27quotedetail%27 and TargetEntityName eq %27salesorderdetail%27
From Order Products To Invoice Products
<Your ORG URL>/XRMServices/2011/OrganizationData.svc/EntityMapSet?$select=EntityMapId&$filter=SourceEntityName eq %27salesorderdetail %27 and TargetEntityName eq %27invoicedetail%27
Now you can see the Relation Guid
Once you have the entity map set GUID, you can access the relation by GUID like this …
<Your Org URL>/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=<GUID>
Select Fields to be Mapped
