Hey Everyone,
So, I'm fairly new to Customization in Dynamics CRM and I've run into an issue. I've created an entity called 'Projects' that works fairly similarly to 'Quotes'; It's to be used with 'Opportunities' where you can create multiple projects therein. Like Quotes and Opportunities I want a Products List View in Projects where you can add, create, etc products as well as move any Product Items already in Opportunity to the new Project.
What I've tried so far is: I've noticed that Quotes is paired up with an entity called 'Quotes Products', so I've tried creating a 'Project Products' entity and created a relationship between the two similar to the relationship between Quotes and Quotes Products. I've then gone through and tried to recreate all the fields that Quotes has inside Projects in order to pair with Products, but to no avail thus far. Any ideas? Is this possible without having to go into JavaScript? Is it possible with Javascript?
Any help would be appreciated. Thanks!