Using Common Data Service Button on Quotes/ Quote Products

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Posted on by Mary Thompson

I would like to use Power Automate to pull data from the Quote Products for it's associated Opportunity/Quote. I the Quote Screen- there is a "create a flow" and uses the button. I'm not sure which ID to use though. Quote looks like it should work, but I get a null value back. I am used to working with Power Automate and Business Central, but new to PA with Sales.

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Hi Mary,

From your second screenshot, the table you provided is Quote Products, but the id is Quote.

I am not quite sure which entity's data you are trying to extract,Quote Products or Quote?

Quote Products:

Quote:

To sum up, no matter which entity you want to extract data from, you must ensure that the entity name and id are the same.

Regards,

Leah Ju

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