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Hello Experts,
I am working on a requirement where I am required to implement Quote Acceptance process in Dynamics 365 via Email. What would be the easiest way to implement such requirement? Note that creating a custom ASP.NET web page and consuming D365 Web APIs to do this task is not an option and already rejected by customer. So what are my options here? Can we utilize Power App portal to design web pages and let external user enter his/her response?
REQUIREMENT:
1. Quote Email is generated in D365 Sales with multiple attachments (PDF and Images) and sent to customer. (lots of customization is done to attach SSRS report as PDF to email. Also, image files are retrieved from custom entity Notes area and attached to Quote email). => ALREADY DONE
2. Provide APPROVE/REJECT buttons in Quote Email. If customer click on any of the button the response should be captured in Dynamics 365 Quote record and/or trigger some action/WF to complete post approval actions in Dynamics. => NOT DONE
3. Quote Sent Email should also be tracked on Quote Record.
WHAT I TRIED SO FAR?
Using MS Flow: I am aware of Office 365 connector "Send Email" which we can configure with More options and track customer response by adding waiting statements in the flow. But the problem with this approach would be:
Thanks in advance!
Hi,
You can refer to the following documentation to add the Quote entity into the Regarding list, so that you can track sent email in Dynamics 365 Quote record.
To add attachments in flow, you can firstly upload them into a SharePoint site.
Then get the metadata and content of the file with the following steps.
Add the File content and Name to the related fields in the email.
It allows to attach the file to the email and here is the test email.
If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.
Best Regards,
Nya
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