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Customer experience | Sales, Customer Insights,...
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Using Common Data Service Button on Quotes/ Quote Products

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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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    on at
    RE: Using Common Data Service Button on Quotes/ Quote Products

    Hi Mary,

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

    pastedimage1624936258145v1.png

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

    Quote Products:

    pastedimage1624936566945v2.png

    Quote:

    pastedimage1624936710058v3.png

    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

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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