Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Sales Quote Approval Workflow

Posted on by

Hi All,

Actually am a begineer for dynamics crm i have one requirement i don't Know how to done it.i want sales quote approval workflow after creation of quote and it send to the manager and accept it.how am i do it plz tell me guys

Thank You

*This post is locked for comments

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Sales Quote Approval Workflow

    it should  - can you test this once?

  • DineshRaja Profile Picture
    DineshRaja on at
    RE: Sales Quote Approval Workflow

    ok.. if am after revise the quote means the another time workflow works..

  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Sales Quote Approval Workflow

    Hi Dinesh,

    I am hoping you can use below approach : ledgeviewpartners.com/.../dynamics-crm-quote-approval-workflow

    mark my suggestion as verified if helpful.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans