Product Durations > Opportunity Lines

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Posted on by Paul Deemer

I'm trying to pull in duration values used for calculating opportunity/sales when building quotations that need services added to them.

I've added duration fields to the product.

I have also tried creating a relationship (1:N and N:1) with mapping from Opportunity Line > Product in an attempt to pull in the product fields, however it doesn't seem to work.

I've created fields, mapping, added them to the views but I'm not sure if the mapping allows for this kind of functionality?

I did not want to bundle every product as it's time consuming, introduces too many items and instead wanted to just have a duration field, so that when I add labour/service there is a single line item and it's optional.

I had planned to also add a calculation field that is a sum of all the fields to provide the estimator a number for how many hours to allocate.

Hopefully someone can help

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Paul Deemer 70 on at

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RE: Product Durations > Opportunity Lines

That is an perfect and well detailed answer! Thanks.
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Nya 29,056 on at

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RE: Product Durations > Opportunity Lines

Hi,

It can be achieved by creating a flow.

1. In Power Automate, create a new Automated cloud flow, then select flow's trigger called “When a row is added, modified or delete”

2. Fill out the conditions for the entire process

Here is the test result.