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ReportHi everyone,
I’m working on a Power Automate flow in Dataverse where I need to automatically convert a Quote to a Sales Order when a Business Process Flow reaches the “Order” stage.
What I’m trying to do:
- Trigger: When BPF stage changes to Order
- Action: Use Perform a bound action
- Expected Action Name:
ConvertQuoteToSalesOrder
Issue:
When I try to configure the Perform a bound action step on the Quotes table, I do NOT see ConvertQuoteToSalesOrder in the list of available actions.
The only action I see is:
GetQuoteProductsFromOpportunity
Also:
- I checked under Processes → Actions, and I don’t see anything related to quote-to-order conversion.
- I’m working in a Sandbox environment
- I am using Dataverse (not sure if Dynamics 365 Sales is installed)
Error (from previous attempt):
"Bound action 'ConvertQuoteToSalesOrder' is not found in the Organization or is not included in the Solution being imported."
Questions:
- Is
ConvertQuoteToSalesOrderonly available when Dynamics 365 Sales is installed? - If yes, is there any way to enable or expose this action without installing Sales Hub?
- Has anyone implemented a custom alternative (Custom API / Plugin) to replicate this functionality?
- Is there a recommended pattern from Microsoft for converting Quotes to Orders in Dataverse-only environments?
What I need:
- Automatically create a Sales Order
- Copy all Quote Products (quotedetail → salesorderdetail)
- Maintain pricing and quantities
- Optionally close the Quote as Won
Any guidance or best practices would be really helpful!
Thanks in advance 🙏
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