Workflow for Quotes

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Posted on by Shariq Amir

Hello,

I need the help to automate my Quotes with the help of workflows.

Is it possible to create a Quote automatically once the products are selected in Opportunity.
If Yes, so how?
If No, So whats the correct procedure?

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Abdul Wahab 12,119 Moderator on at

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Hi Shariq Amir,

Whenever a product is associated with the opportunity a record is created in the Opportunity Line table.

Create a workflow on the Opportunity Line table with the 'record is crated' trigger and create a Quote.

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Shariq Amir 15 on at

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Can you please share the details of the Opportunity Line Table

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Abdul Wahab 12,119 Moderator on at

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Hi Shariq Amir,

What details are you expecting?

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Shariq Amir 15 on at

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Can you share some details of the steps with images, if possible?

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Abdul Wahab 12,119 Moderator on at

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Hi Shariq Amir,

You should need to avoid duplicate threads. Here is the new one (+) Automate Quote from Opportunity - Dynamics 365 Sales Forum Community Forum

If you are not able to find Opportunity Line then use Opportunity Product.

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Eiken on at

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Hi,

Here are the steps to automatically create a quote.

1.Open the Power Automate and create a new flow.

2.Then select “When a row is added, modified or deleted” as a trigger and choose the Opportunity Lines.

The next is to add a new step and choose “Add a new row” to create a new Quote. The information in the field requires the parameters created above.

You can refer to the example in my image.

3.Finally, add the quote line to add products. The following is my test data.

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