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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / The Quotation Line Ent...
Microsoft Dynamics 365 | Integration, Dataverse...
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The Quotation Line Entity cannot be updated using a workflow in Microsoft Dynamics 365

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Posted on by CU23100303-0 2 
Hello Dynamics365 Community, how are you?

Please, I need some help, it happens that when I try to update any field (even custom and non-standard Dynamics365 fields) from the Quotation Line entity, using a Workflow, 
this entity is not available for updating in the Flow update action of Work. So, please, would anyone know the reason for this behavior? Is this a standard behavior for this 
Dynamics365 entity?

Does anyone know how to get around this scenario? Follow the screen print below for an example.

I am grateful in advance.

2021_2D00_03_2D00_03_5F00_16_2D00_51_2D00_47.jpg
  • CU23100303-0 Profile Picture
    CU23100303-0 2 on at
    RE: The Quotation Line Entity cannot be updated using a workflow in Microsoft Dynamics 365

    Mehdi El Amri, thank you very much.

  • CU23100303-0 Profile Picture
    CU23100303-0 2 on at
    RE: The Quotation Line Entity cannot be updated using a workflow in Microsoft Dynamics 365

    Hello Leah Ju, thank you very much for your feedback, in fact this solution was very useful and solved my need.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: The Quotation Line Entity cannot be updated using a workflow in Microsoft Dynamics 365

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

     pastedimage1615195826125v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Verified answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: The Quotation Line Entity cannot be updated using a workflow in Microsoft Dynamics 365

    Hello Daniel,

    If you use Dynamics CRM online, you have the possibility to use Ms flow, this doesn't need any code.

    Please, verify my answer to close this thread by clicking Yes. 

    pastedimage1614845153240v1.png

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: The Quotation Line Entity cannot be updated using a workflow in Microsoft Dynamics 365

    Hi Daniel,

    You can use flow to update quote line entity, which is a codeless way.

    1.Go Power Automate(https://us.flow.microsoft.com/en-us/ ) to create an automated flow.

    pastedimage1614822679544v1.png

    2.Set trigger.

    pastedimage1614823358598v3.png

    3.Add ‘Update a record’ action.

    pastedimage1614823460823v4.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • CU23100303-0 Profile Picture
    CU23100303-0 2 on at
    RE: The Quotation Line Entity cannot be updated using a workflow in Microsoft Dynamics 365

    Hello Mehdi El Amri, thank you very much for your assistance, it was very clear.

    Taking advantage, by any chance, do you know any Plugin already ready for this purpose without the need for development?

    Thanks in advance.

  • Verified answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: The Quotation Line Entity cannot be updated using a workflow in Microsoft Dynamics 365

    Hello,

    This is by design. There are special entities that cannot be updated with a workflow. Here you will find the list of the entities that support or not the modifications via a workflow: 

    Supported entities for processes

    The following table lists the entities that can be used to trigger process execution or to create a record within a process by using the CreateEntity class. This list is determined by the CanTriggerWorkflow property for each entity.

    Entity name Trigger a process Used for CreateEntity
    Account Yes Yes
    Annotation Yes Yes
    Appointment Yes Yes
    BusinessUnit Yes No
    BusinessUnitNewsArticle Yes No
    Campaign Yes Yes
    CampaignActivity Yes Yes
    CampaignResponse Yes Yes
    Competitor Yes Yes
    Connection Yes Yes
    ConnectionRole Yes No
    ConstraintbasedGroup Yes No
    Contact Yes Yes
    Contract Yes Yes
    ContractDetail Yes No
    ContractTemplate Yes No
    CustomerAddress Yes No
    CustomerOpportunityRole Yes No
    CustomerRelationship Yes No
    Discount Yes No
    DiscountType Yes No
    Email Yes Yes
    Equipment Yes No
    Fax Yes Yes
    Goal Yes Yes
    Incident Yes Yes
    Invoice Yes Yes
    InvoiceDetail Yes No
    KbArticle Yes No
    KbArticleComment Yes No
    KbArticleTemplate Yes No
    Lead Yes Yes
    Letter Yes Yes
    List Yes Yes
    Metric No Yes
    MailMergeTemplate Yes No
    Opportunity Yes Yes
    OpportunityProduct Yes No
    PhoneCall Yes Yes
    PriceLevel Yes Yes
    ProcessSession Yes No
    Product Yes No
    ProductPriceLevel Yes No
    Queue Yes Yes
    QueueItem No Yes
    Quote Yes Yes
    QuoteDetail Yes No
    RecurringAppointmentMaster Yes Yes
    RollupField No Yes
    RelationshipRole Yes No
    Report Yes No
    SalesLiterature Yes Yes
    SalesLiteratureItem Yes No
    SalesOrder Yes Yes
    SalesOrderDetail Yes No
    Service Yes No
    ServiceAppointment Yes Yes
    SharePointDocumentLocation Yes Yes
    SharePointSite Yes Yes
    Site Yes Yes
    Subject Yes No
    SystemUser Yes Yes
    Task Yes Yes
    Team Yes No
    Template Yes No
    Territory Yes Yes
    TransactionCurrency Yes No

    Doc: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/supported-types-triggers-entities-actions-processes#supported-entities-for-processes

    You can use power automaton (Flow) or plugins instead of standard workflows.

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