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?