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Hi AH-26070314-0,
There's no easy built-in way to export your quote data as a PDF with product names sorted alphabetically.
Here's a workaround:
I hope this helps! If it does, please give it a "Like." If it completely solves your problem, please "Mark as Verified" so others can benefit from this solution.
Feel free to ask if you have more questions.
This response was created with the help of AI to give you the clearest and most helpful instructions for your Dynamics 365 question.
Best Regards, Daivat Vartak
Exporting a quote to PDF in Microsoft Dynamics 365 can sometimes result in product descriptions and part numbers appearing in an improper order, especially if the default export functionality doesn’t sort the data as needed. While Dynamics 365 doesn’t provide a built-in way to sort products alphabetically during PDF export, you can achieve this using Power Automate as a workaround. Here’s a detailed step-by-step guide to implement your solution:
Create a New Flow:
Go to Power Automate (https://flow.microsoft.com).
Create a new Automated cloud flow.
Trigger the Flow:
Use a trigger like "When a record is selected" (for manual triggering) or "When a record is updated" (for automatic triggering) in Dynamics 365.
Get Quote Details:
Add an action to "Get a record" to retrieve the quote details using the Quote ID.
Get Quote Products:
Add an action to "List records" to fetch all products associated with the quote. Use the Quote Product entity and filter by the Quote ID.
Quote Product
Sort Products Alphabetically:
Use the "Select" action to create a new array of products sorted by the Product Name or Description field.
Product Name
Description
Use the "Sort array" action to sort the products alphabetically.
Locate the PDF Template:
Store your PDF template in SharePoint or OneDrive. The template should include placeholders for the quote details and product list (e.g., {QuoteID}, {ProductName}, {ProductDescription}).
{QuoteID}
{ProductName}
{ProductDescription}
Fill the Template:
Use the "Populate a Microsoft Word template" action in Power Automate to fill the template with the quote data and sorted product list.
Convert Word to PDF:
Use the "Convert file" action to convert the filled Word template to a PDF.
Save the PDF:
Save the PDF to a specific folder in SharePoint or OneDrive. You can also link the PDF to the quote record in Dynamics 365 by updating a file attachment field.
Trigger:
"When a record is selected" (for manual export) or "When a record is updated" (for automatic export).
Action: "Get a record"
Entity: Quote
Quote
Quote ID: Dynamic content from the trigger.
Action: "List records"
Entity: Quote Product
Filter Query: _quoteid_value eq [Quote ID]
_quoteid_value eq [Quote ID]
Sort Products:
Action: "Select"
Map the Product Name and Description fields to a new array.
Action: "Sort array"
Sort by Product Name or Description in ascending order.
Populate the PDF Template:
Action: "Populate a Microsoft Word template"
Template File: Select your Word template from SharePoint/OneDrive.
Map the quote details and sorted product list to the placeholders in the template.
Convert to PDF:
Action: "Convert file"
Source File: Output from the "Populate a Microsoft Word template" action.
Target Format: PDF.
Action: "Create file"
Save the PDF to a specific folder in SharePoint/OneDrive.
(Optional) Action: "Update record"
Attach the PDF to the quote record in Dynamics 365.
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