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Hi all
Just after some thoughts on how to update Quote from Opportunity.
I have an Opportunity Product that has greater than 75 custom fields that contain data for each product type that's unique to the individual Opportunity Product (item). I only want one source of truth for each item as if I pull all the fields through to Quote, Invoice products etc it's a lot of fields for really no benefit.
What are your thoughts on a way that when revising a quote to update each item from Opportunity Product to the quote.
I was thinking making some quote fields read only and using synchronous plugin on create of new quote were revision is greater than 0.
I will be creating projects for each Opportunity Product if Opportunity is won which is also a reason to have the Opportunity as source of truth rather than just updating the Quote Product lines.
Thoughts?
Hi antc,
Opportunity and Quote is 1:N relationship, Opportunity and Opportunity Product is 1:N relationship, and Quote and Quote Product is 1:N relationship.
So you can use power automate(https://us.flow.microsoft.com/en-us/) to create a flow, which can update Quote Product based on Opportunity Product automatically.
Overview of how to integrate flows with Dataverse - Power Automate | Microsoft Docs
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