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Hi all,
Does anyone known how to update Quote ID field using Power Automate? When I select update Quote step, there is no Quote ID (Quote Number) field.
I am trying to create custom quote series and use existing Quote ID (Quote Number) field.
Thank you in advance.
Zvjezdana
I don't believe you can overwrite the oob Quote ID field outside of choosing its setup from System Settings. Why not use a custom field instead?
Hi zzecevic,
The Quote ID field is generated by system automatically, you can't change it once the quote has been saved, which is by-design.
Why you want to update it? you can change prefixes for original settings:
Why you want to use existing Quote ID (Quote Number) field? you can create a custom auto number field to replace it.
How to create auto number fields in Dynamics 365? - Gestisoft
Thank you @Jacob Steinfeld and @Leah Ju for your answers. I already have plugin for custom Quote no series, but I was thinking to use power automate functionalities to replace it. I will surely go with custom field.
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