The Experlogix Configurator can be launched from Opportunities, Quotes, Sales Orders, or Invoices in Microsoft Dynamics 365 CE. The sections below provide example Process Designer setups for the included Aquarium sample database. You can use these examples to better understand how the Process Designer can map Configurator data to your host system.
Example Opportunity
Opportunity Process Context
|
Field |
Value |
|---|---|
|
Name |
Opportunity |
|
Process integration |
Name of CE Process integration |
|
Entity |
opportunity |
Opportunity Process Maps
Opportunity
Details
|
Field |
Value |
|---|---|
|
Name |
opportunity |
|
Process integration |
Name of CE Process integration |
|
Entity |
opportunity |
|
Base record |
|
|
Option link property |
Mappings
|
Name |
Field |
Data type |
Mapping type |
Value |
|---|---|---|---|---|
|
OpportunityId |
opportunityid |
Guid |
Key |
|
|
OppName |
name |
String |
Property |
Name |
OppName
The mapping for field 'name' is optional, it depends on if it is required to write this field on the opportunity header.
Opportunity Product
Details
|
Field |
Value |
|---|---|
|
Name |
opportunityproduct |
|
Process integration |
Name of CE Process integration |
|
Entity |
opportunityproduct |
|
Base record |
|
|
Option link property |
Mappings
|
Name |
Field |
Data type |
Mapping type |
Value |
Foreign entity |
|---|---|---|---|---|---|
|
Opportunity identifier |
opportunityproductid |
Guid |
Key |
||
|
Is write-in product |
isproductoverridden |
Boolean |
Constant |
true |
|
|
Price per unit |
priceperunit |
Decimal |
Property |
Price |
|
|
Quantity |
quantity |
Decimal |
Property |
Quantity |
|
|
Description |
productdescription |
String |
Property |
Description |
|
|
Discount amount |
manualdiscountamount |
Decimal |
Property |
CRM_Discount |
Opportunity Process Structure
The image below shows an example of a process structure for demo database Aquarium.
Example Quote
Quote Process Context
|
Field |
Value |
|---|---|
|
Name |
Quote |
|
Process integration |
Name of CE Process integration |
|
Entity |
Quote |
Quote Process Map
Quote
Details
|
Field |
Value |
|---|---|
|
Name |
Quote |
|
Process integration |
Name of CE Process integration |
|
Entity |
quote |
|
Base record |
|
|
Option link property |
Mappings
|
Name |
Field |
Data type |
Mapping type |
Value |
|---|---|---|---|---|
|
Quote identifier |
quoteid |
Guid |
Key |
|
|
Quote name |
name |
String |
Property |
CRM_ProductDesc |
Quote Name
The mapping for field 'name' is optional, it depends on if it is required to write this field on the quote header.
Quote detail for write in product
Details
|
Field |
Value |
|---|---|
|
Name |
QuoteDetail |
|
Process integration |
CE Process integration |
|
Entity |
quotedetail |
|
Base record |
|
|
Option link property |
Mappings
|
Name |
Field |
Data type |
Mapping type |
Value |
Foreign entity |
|---|---|---|---|---|---|
|
Quote detail identifier |
quotedetailid |
Guid |
Key |
||
|
Product overridden? |
isproductoverridden |
Boolean |
Constant |
true |
|
|
Price per piece |
priceperunit |
Decimal |
Property |
Price |
|
|
Quantity |
quantity |
Decimal |
Property |
Quantity |
|
|
Product description |
productdescription |
String |
Property |
Description |
|
|
Discount amount |
manualdiscountamount |
Decimal |
Property |
CRM_Discount |
|
|
Line Item Number |
lineitemnumber |
Integer |
Number Series |
detail |
The Line Item Number is required for revise quote functionality.
Quote detail for existing products
Details
|
Field |
Value |
|---|---|
|
Name |
QuoteDetail existing prod |
|
Process integration |
CE Process integration |
|
Entity |
quotedetail |
|
Base record |
|
|
Option link property |
Mappings
|
Name |
Field |
Data type |
Mapping type |
Value |
Foreign entity |
|---|---|---|---|---|---|
|
Quote detail identifier |
quotedetailid |
Guid |
Key |
||
|
Quantity |
quantity |
Decimal |
Property |
Quantity |
|
|
Existing product |
productid |
Guid |
Property |
<propertyidguid> |
|
|
Price Overridden |
ispriceoverridden |
Boolean |
Constant |
true |
|
|
Price Per Unit |
priceperunit |
Decimal |
Property |
Price |
|
|
Discount amount |
manualdiscountamount |
Decimal |
Property |
CRM_Discount |
|
|
Unit |
uomid |
Guid |
Property |
<uomidguid> |
uom |
|
Line Item Number |
lineitemnumber |
Integer |
Number Series |
detail |
-
propertyidguid: This field should be populated with the Product ID GUID from Microsoft Dynamics 365 CE. The GUID serves as a unique identifier for the product, ensuring the correct product is referenced during the mapping process.
-
uomidguid: Populate this field with the Unit of Measure (UoM) ID GUID from Microsoft Dynamics 365 CE. The UoMId is essential for defining the unit in which the product is measured, such as pieces, kilograms, or liters.
Quote Process Structure
The image below shows an example of a process structure for demo database Aquarium.
Example Sales Order
Sales Order Process Context
|
Field |
Value |
|---|---|
|
Name |
salesorder |
|
Process integration |
Name of CE Process integration |
|
Entity |
salesorder |
Sales Order Process Map
Salesorder
Details
|
Field |
Value |
|---|---|
|
Name |
salesorder |
|
Process integration |
Name of CE Process integration |
|
Entity |
salesorder |
|
Base record |
|
|
Option link property |
Mappings
|
Name |
Field |
Data type |
Mapping type |
Value |
|---|---|---|---|---|
|
Sales order id |
salesorderid |
Guid |
Key |
|
|
Sales order name |
name |
String |
Property |
Name |
Sales order name
The mapping for field 'name' is optional, it depends on if it is required to write this field on the salesorder header.
Salesorderdetail
Details
|
Field |
Value |
|---|---|
|
Name |
salesorderdetail |
|
Process integration |
Name of CE Process integration |
|
Entity |
salesorderdetail |
|
Base record |
|
|
Option link property |
Mappings
|
Name |
Field |
Data type |
Mapping type |
Value |
Foreign entity |
|---|---|---|---|---|---|
|
Sales order detail identifier |
salesorderdetailid |
Guid |
Key |
||
|
Product overridden? |
isproductoverridden |
Boolean |
Constant |
true |
|
|
Price per piece |
priceperunit |
Decimal |
Property |
Price |
|
|
Quantity |
quantity |
Decimal |
Property |
Quantity |
|
|
Product description |
productdescription |
String |
Property |
Description |
|
|
Discount amount |
manualdiscountamount |
Decimal |
Property |
CRM_Discount |
|
|
Line Item Number |
lineitemnumber |
Integer |
Number Series |
detail |
Sales Order Process Structure
The image below shows an example of a process structure for demo database Aquarium.
Example Invoice
Invoice Process Context
|
Field |
Value |
|---|---|
|
Name |
invoice |
|
Process integration |
Name of CE Process integration |
|
Entity |
invoice |
Invoice Process Map
Invoice
Details
|
Field |
Value |
|---|---|
|
Name |
invoice |
|
Process integration |
Name of CE Process integration |
|
Entity |
invoice |
|
Template |
|
|
Option link property |
Mappings
|
Name |
Field |
Data type |
Mapping type |
Value |
|---|---|---|---|---|
|
Invoice |
invoiceid |
Guid |
Property |
|
|
Name |
name |
String |
Property |
Name |
The mapping for field 'name' is optional, it depends on if it is required to write this field on the invoice header.
InvoiceDetail
Details
|
Field |
Value |
|---|---|
|
Name |
invoicedetail |
|
Process integration |
Name of CE Process integration |
|
Entity |
invoicedetail |
|
Base record |
|
|
Option link property |
Mappings
|
Name |
Field |
Data type |
Mapping type |
Value |
Foreign entity |
|---|---|---|---|---|---|
|
Invoice product |
invoicedetailid |
Guid |
Key |
||
|
Product overridden? |
isproductoverridden |
Boolean |
Constant |
true |
|
|
Price per piece |
priceperunit |
Decimal |
Property |
Price |
|
|
Quantity |
quantity |
Decimal |
Property |
Quantity |
|
|
Product description |
productdescription |
String |
Property |
Description |
|
|
Discount amount |
manualdiscountamount |
Decimal |
Property |
CRM_Discount |
Invoice Process Structure
The image below shows an example of a process structure for demo database Aquarium.
