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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create a Quote ...
Microsoft Dynamics CRM (Archived)

How to create a Quote from Case

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Posted on by Ashutosh0902 51

Hi

I wanted to create a Quote from Case.

By using workflow I tried to create it but how can I add products in it. Do I need to create Opportunity as well.

Please Suggest.

Thanks

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  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    Out of the box workflow won't allow you to work with child entities for opportunity/quote/order/invoice but you can use custom workflow, check github for free community custom workflows which provides feature to crate child records.

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