Hey there..did you get any advice on the above?? i have joined the dynamic 365 forum too to see if i get any positive feedback.
I have not heard anything yet on this.
We just integrated QW into D365 and it's working well. I am looking for part numbers in the quote to order . Currently, the Product Details come over and looks good with price but we are missing the important Manufacturer Part #.
Are you familiar with bi-directional data linking?
In essence, field information can be copied from the QuoteWerks Line Item into the MS CRM Quote Item. This works for both products items and fields on the opportunity itself.