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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to create a quote ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to create a quote from template and attach to an email?

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Posted on by Patrick Mandengue 155

Hi All,

I am working on a quote approval flow and I would like to attach an approved (status) quote created from template to an email that the flow will send to the requestor (or client).

Regards.

Patrick

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  • Suggested answer
    Ran Zhang Profile Picture
    Ran Zhang Microsoft Employee on at

    Hi Patrick,

    If understood correctly you want to append the quotes satus to a notification email. You may achieve this by adding dynamic content to your email body, which should be the status of your quotes entity. Please refer to below picture. Should you have further questions please let me know. Thank you so much.

    8713.Flow.png

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