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Flow from sales quote status

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Posted on by Frida_Admotion

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Hi! We are now integrating Microsoft Sales to Business Central. Any won quote from Sales will be found in the list /Sales quote - Microsoft Dynamics 365 Sales/ and be marked as /Won/. I would like an automatic flow with en e-mail notification when this happen. I could not find a matching template and am just knew the basics about flows.

This is table 5351 and it is the status field marked as /Won/ I am looking for as a event starter. Is anybody able to help with this?

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Business Central

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YUN ZHU 73,696 Super User 2024 Season 2 on at

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Flow from sales quote status

Hi, I think you can try the following method first.

Hope this helps.

Thanks.
ZHU
JAngle 33,159 on at

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Flow from sales quote status

By win a quote do you mean convert to order? In BC you can win an opportunity which has a quote associated with it. Upon conversion of the quote to order a prompt will appear asking if the opportunity is won. Events wise I would be searching for things around these user experiences in the web client
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gdrenteria 12,183 Most Valuable Professional on at

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Flow from sales quote status

Hi

I hope this can help you, and give you some hints

Solved: Trigger plugins when Quote is win (dynamics.com)

Plugin on Winning of a Quote (dynamics.com)

Best Regards

Gerardo

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