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Microsoft Dynamics 365 | Integration, Dataverse...
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Input Quote Line Items

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Posted on by 115

Good day!

Is there a better way to easily input Quote line items?

In terms of uploading an excel file, is there an easier way rather than going to "Advanced Settings->Data Management->Data Imports->Import Data"?

or

In terms of manually inputting of Quote Line, is there an easier way rather than going to "Add Quote Line"?

Hope you can help me guys. Thank you!

-JeromeE

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at

    Hi partner,

    Unfortunately, the two methods you mentioned are actually the easiest.

    Otherwise, you need insert the record programmatically.

    Please refer to the following links:

    docs.microsoft.com/.../import-data-all-record-types

    docs.microsoft.com/.../use-upsert-insert-update-record

    www.catapulterp.com/.../

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