Auto create a Quote Product

(0) Share

Report

Posted on by yvka123

Hi everyone

I am trying to auto create a default write-in product when creating a new quote. I tried to solve this with a Flow (Power Automate) but I am pretty new to it and can't seem to work it out...

Any tips are appreciated, thanks in advance!

I have the same question (0)

All responses (6)

Answers (1)

Suggested answer

LuHao 40,892 on at

Like (0)

Report

Hi partner,

Please set the flow as follow.

Fields underlined in red are required.

Was this reply helpful? Yes No
yvka123 17 on at

Like (0)

Report

Thanks for the quick answer. I don't have the Quote Line entity though? If I manually add a product, I am using Quote Product entity.

I get an error in the create record step saying "Resource not found" for the Quote identifier. This is what I tried:

Was this reply helpful? Yes No
LuHao 40,892 on at

Like (0)

Report

Hi partner,

Could you check if the description of Quote of dynamic content is "Unique identifier of the quote"?

In addition, does the Quote Product entity have any other Quote lookup fields?

Was this reply helpful? Yes No
yvka123 17 on at

Like (0)

Report

Yes, the description for Quote of dynamics conent is "Unique identifier of the quote".

Here you see the additional fields:

Was this reply helpful? Yes No
Verified answer

LuHao 40,892 on at

Like (1)

Report

Hi partner,

Are you using Common Data Service (Current Environment) connector?

If so, delete it and use Common Data Service connector instead of (Current Environment).

Please refer to https://powerusers.microsoft.com/t5/Power-Automate-Community-Blog/Resource-not-found-for-the-segment-issue-in-Power-Automate/ba-p/552837

Was this reply helpful? Yes No
yvka123 17 on at

Like (0)

Report

That was it! I stuck to Common Data Service (Current Environment) but changed it to /quotes(Quoteidentifier) and now it works fine.

Thank you so much for your help!

Was this reply helpful? Yes No