Dynamics Community Forum Thread Details

Created a new record 'BPU' (customized entity) from a quote

Hello,

In our organization, we send "Product catalogs" to our customers, which they can validate to guarantee prices over a period of time.

So I created a "Product Catalog" entity (abbreviated BPU).

Process :

We first create a quote in Dynamics, which corresponds to the catalog that the customer can validate
The customer validates it
I want to create a record in the entity "Catalog of products".

Solution considered first :
Add a 'Create a BPU' button on the Quote ribbon, it would be similar to the 'Create an order' button : opening a dialog box to complete the BPU fields (2 fields) and creating the BPU after validation (and closing of the original quote).
=> Best solution because it allows you to do everything from the Quote form, but seems complex to me.

How do I get the new button to open the dialog?
How to define the content of the dialog box? Via a web resource?

Other solutions considered if the first is too complex :

Use of Power Automate (Flow), with the existing button "Create an order":
If: 'Type of quote' = BPU
Then: Creation of the order (standard) + Creation of the BPU + Deletion of the order

--> Requires going to the BPU to complete the fields
I have an existing process that allows all quotes related to an opportunity to be closed if one of them is ordered. In this case, this process would create a BPU for quotes with the field 'Type of quote' = BPU

--> Requires going to the BPU to complete the fields
Do not use the Quote entity for BPUs sent to customers and not validated, but use the BPU entity from the start, with a 'Draft' status for example. When the client validates the BPU, change the BPU to 'Active'.

--> Requires going to the BPU to complete the fields

Today, without help, I'm not capable of doing the first solution : adding a button on the ribbon which could open a dialog with fields to complet.

So, could you please help me to do it ?

For the other solutions, which one do you think is the most appropriate ?

Thanks for your feedback.

Roman

Hello Roman,

Thank you for sharing on the community forum.

The first option is not possible to change the form as it is locked for the create order, you can either recreate the functionality and use another button for the action that you want to achieve.

If this is complicated, my opinion will be to either use a Microsoft flow where you will create a another BPU record with all the information and the customer will have to go to the form and edit them.

I would suggest you to try to do one of the 3 solution that you have described to see what fit to your business requirements.

If you any issue by doing it , may be you can share your experience and what is blocking you:

1. Use of Power Automate (Flow), with the existing button "Create an order":

If: 'Type of quote' = BPU

Then: Creation of the order (standard) + Creation of the BPU + Deletion of the order

--> Requires going to the BPU to complete the fields

2. I have an existing process that allows all quotes related to an opportunity to be closed if one of them is ordered. In this case, this process would create a BPU for quotes with the field 'Type of quote' = BPU

--> Requires going to the BPU to complete the fields

3. Do not use the Quote entity for BPUs sent to customers and not validated, but use the BPU entity from the start, with a 'Draft' status for example. When the client validates the BPU, change the BPU to 'Active'.

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