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How to Flow SharePoint Document from Quote to Order

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Posted on by Ashik Patel

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Hi team,

How to Flow SharePoint Document from Quote to Order While Quote Close as Won? is there any standard parameter to enable it ?

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Juan Simon 1,026 on at

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Hi Ashik,

If you mean move the link to the file in SharePoint that has been associated with your Quote then you need to either do it programmatically (JavaScript or other) or with Power Automate (Low Code). There's no settings that would help you here.

Do you want to just transfer the file link over to Order?

Are you using the native server side sync from Dynamics to SharePoint?

Let me know if it helps. And please mark this as answered.

www.d365hacks.com

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