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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Workflow help - Conver...
Customer experience | Sales, Customer Insights,...
Suggested Answer

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

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Posted on by G.Vetere 8

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?

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  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,323 on at

    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.

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