Create a Sage 300 Quote in CRM and have the quote number assigned the opportunity ID.


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?



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