To map custom attributes of Opportunity Product to Quote Product, Quote product to Order Product and Order product to Invoice product CRM does not provide direct access to the “Mapping” page. To get the mapping page, you need to follow below steps.
Below are the steps to set the mapping of Order product and Invoice product:
1. Replace the CRM server name in the below URL and browse the below URL in the Internet Explorer.
Online CRM
On-premise CRM
http://crmserver/testorg/XRMServices/2011/OrganizationData.svc/EntityMapSet?$select=EntityMapId&$filter=SourceEntityName eq ‘salesorderdetail’ and TargetEntityName eq ‘invoicedetail
2. Then you will get the below result. Copy the Entity map id highlighted in red.
When you try to browse above URL, you might get the below page instead of above result in XML format.
Then you need to do below setting in the Internet Explorer.
Go to Internet Explorer à Tool à Internet options àContent à Setting (Feed and Web slices). Now uncheck the “Automatic mark feed as read when reading a feed” and “Turn on feed reading view”. Click on Ok. Then restart the Internet explorer and browse the above URL again.
Go to Internet Explorer à Tool à Internet options àContent à Setting (Feed and Web slices). Now uncheck the “Automatic mark feed as read when reading a feed” and “Turn on feed reading view”. Click on Ok. Then restart the Internet explorer and browse the above URL again.
3. Replace the mapping id with the entity map id you get from above URL in the below URL and then browse it.
4. You will get the below window where you can add new mappings,
Hope this helps!
Hi
Thanks for the help.
How to we export the new mappings to another envrironment( dev2, Qa, prod)??
If you are using D365 you can use below blog, which will allow you to setup mapping for custom fields using OOB mapping in relationship. Once you do the mapping using OOB way, you can export the solution and import in other Dynamics 365. Please refer below blog for the same.
https://www.inogic.com/blog/2018/11/relationship-between-order-line-and-invoice-line-in-dynamics-365-crm/
If you are not on D365 version then as per current blog this is not the officially supported method to perform this mapping, it is not available through customizations. You would need to perform it directly on the environment instead of shipping this as part of customizations.
Thanks!
The article is quite old, but it seems this is still the way to go.
Can I put this Mapping into our solution somehow or do I have to do it directly in the customizations of my PROD environment?
Thanks!
Since this is not the official supported method to perform this mapping, it is not available through customizations. You would need to perform it directly on the environment instead of shipping this as part of customizations.