Sales quotation workflow in D365FO

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Posted on by Udit

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Hi,

Is it possible to create sales quotation workflow in D365FO?

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Martin Dráb 237,965 Most Valuable Professional on at

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Yes, developing custom workflows is possible.

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Udit 567 on at

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Hi Drab,

Thank you for your prompt response.

Even after creating custom workflow, its not showing in list of workflow type under Sales and marketing.

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Gorminator 2 on at

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Udit,

I would consult with your developers if a custom workflow is not appearing in the Sales and Marketing workflows form.

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Akhil Jain 10 on at

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Hi Ian, I am the developer working on the workflow customization. This is the link

devmusings.blog/.../

I followed for developing the same. The problem we are facing is, after enabling the workflow from SalesQuotationTable form and attaching the type, I am still not able to see the workflow in the Sales and marketing workflow form while creating the new record.

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atajjo 509 on at

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"Hi Ian, I am the developer working on the workflow customization. This is the link

devmusings.blog/.../

I followed for developing the same. The problem we are facing is, after enabling the workflow from SalesQuotationTable form and attaching the type, I am still not able to see the workflow in the Sales and marketing workflow form while creating the new record."

Which module did you select in the workflow category? In your case it should be "Campaigns". I made the same mistake myself because I thought "Sales and marketing" was the right one

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Akhil Jain 10 on at

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Thank you AT982020, it worked. This solution was quite unexpected but solved the issue.

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atajjo 509 on at

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You're welcome. Please verify my answer if you're satisfied.

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