Skip to main content

Notifications

Microsoft Dynamics SL forum
Suggested answer

Creating a flow to pre populate quote lines

Posted on by 14
Hi Guys;
Im really hoping that someone can assist me here.
I would like to create a flow that I can trigger from the quote products subgrid that will pre populate various products.
I need this as we prepare allot of quotes daily and all of them use the same products so I would like to eliminate having to add the products each time?
 
Thanks in advance
  • Suggested answer
    Chris McCoy Profile Picture
    Chris McCoy 782 on at
    Creating a flow to pre populate quote lines
    You can use a template approach to achieve this. You can raise the quote and then save it as a template to recall the next time you require that set of parts.
     
     

Helpful resources

Quick Links

Contextual content recommendations & SharePoint Q&A

Instantly access relevant sales materials…

Beyond the DRA Cloud Label Printing

Explore cloud-based label printing within Dynamics 365…

HR Infrastructure Customer merge

Important considerations for HR Customer migrations…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,418 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 223,760 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,142

Featured topics

Product updates

Dynamics 365 release plans