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Quote recalculate using workflow

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Posted on by Lohnieh

5

Good day,

Please help.

How do I recalculate quote prices automatically using workflow?

Thank you.

Greetings,

Hein

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Rodrigo Hentz on at

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RE: Quote recalculate using workflow

Hi Lohnieh how are you?

I think you can use the "Perform a bound action" on CDS connector.

There is no default action to do it on quote, but you can create your our action like this post https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/create-own-actions and using this action from CDS call your action passing the quote id and execute the RecalculatePrice https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/developer/reference/recalculateprice-action

Sample on opportunity:

Flow

Please let me know if you have doubts or questions or if this can help on your request

Regards.

Rodrigo Hentz

Micosoft Support Engineer

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