I have a client who recently upgraded from Sage 300 v2012 and CRM 7.2 to Sage 300 v2022 PU3 and CRM 2022 R2.
On the old system, when they created a Quote in CRM (Sage 300 quote) the Quote Number was automatically assigned the opportunity ID.
I assume this was a custom setup. I need to build this functionality into the upgraded system. Has anyone done this or something like it?
I looked at the old system and couldn't see how it was done. Plus, the new integration uses the Sage 300 web screens.
Can anyone give me some direction here?
Thanks,
Dana