Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Suggested answer

Workflow help - Converting a Quote into an Opportunity (Opportunity Products)

Posted on by 310

Hi, 

I'm trying to create a workflow that will copy the data in a quote into an opportunity.

The main bit works fine, but im stuck when trying to copy the quote products over into the opportunity - as opportunity products.

How can i manage this?

pastedimage1619190097039v1.png

Categories:
  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: Workflow help - Converting a Quote into an Opportunity (Opportunity Products)

    Hi,

    Thank you for your query.

    You cannot run get child records in the workflow (quote lines).

    You can write a custom code activity (custom step), to get the list of current quote products and create opportunity lines.

    Or, it is easier using Microsoft Flow.

    Here is the high-level flow idea:

    • Create Opportunity record based on Quote.
    • Use List Records action to get all quote lines.
    • Loop through each line and create Opportunity Lines. 

    If you cannot use Flow, here is another trick.

    Following toolkit you can update the child records:

    Dynamics-365-Workflow-Tools/Update Child Records.md at master · demianrasko/Dynamics-365-Workflow-Tools (github.com)

    Here is the high-level workflow logic:

    • Create a flag (two-options) on the Quote Line (for example, copy to opp). Set default value to No.
    • Workflow 1:
      • create opportunity based on the quote.
      • use update child records step (form the utility) to set the flag to true on the quote product.
    • Workflow 2: triggers on the Quote Line (update of the flag field) and creates the Opportunity Line.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,995 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,610 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans