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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to get Available Q...
Customer experience | Sales, Customer Insights,...
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How to get Available Quantity from external api after adding product to quote

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Posted on by MarcusR 5

Hi,

I am new to dynamics and I try to find a good starting point for my problem. Hopefully someone can give me a hint.

Problem:

When sales user add a product to a quote I want to pull available quantity from our external company api and put the data into the available quantity field on that entity.

Do I need to build an plugin an react on created event to pull & put the data? Or should I connect the external api via a dataflow / data connector into dynamics to run a business rule on that?

Some the user also want to bulk upload 1k products.

I already read a lot about dynamics but I still found no solution for my use case. I guess a lot of dynamics sales customer already found a solution for that. 

BTW: We are using a model driven app.

Many thanks! It’s also ok to just give me a hint…

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    You can use power automate:

    Get started with Power Automate - Power Automate | Microsoft Docs

    To call the API in power automate, you only need to use the Http connector to call:

    Overview of HTTP connectors in Power Automate - Learn | Microsoft Docs

    Then construct your flow like the steps in this post, but now we use more of the Microsoft Dataverse connector:

    Auto create a Quote Product - Dynamics 365 Sales Forum Community Forum

    The entire flow looks like this:

    pastedimage1629338560204v1.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Frank Gong

  • MarcusR Profile Picture
    MarcusR 5 on at

    Hi,

    ok I will give it a try. But I guess this will not work when the user is adding a product in our PCF via Model Driven App?

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    You can refer to these two official documents

    Sample: Create and publish products (Developer Guide for Dynamics 365 Customer Engagement) | Microsoft Docs

    Sample: Add products to a bundle (Developer Guide for Dynamics 365 Customer Engagement) | Microsoft Docs

                        Product newProduct1 = new Product  
                    {  
                        Name = "Example Product 1",  
                        ProductNumber = "P001",  
                        ProductStructure = new OptionSetValue(1),  
                        ParentProductId = new EntityReference(Product.EntityLogicalName, _productFamilyId),  
                        QuantityDecimal = 2,  
                        DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),  
                        DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _unit.Id)  
                    };  
                    _product1Id = _serviceProxy.Create(newProduct1);

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Frank Gong

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