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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Auto-Populate Quotatio...
Customer experience | Sales, Customer Insights,...
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Auto-Populate Quotation Products

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Posted on by Dale Tiley 14
Hi Guys;
I really hope someone can help?
In our company we are preparing endless numbers of quotes with the exact same products forming the base. I would like to configure something that will automatically add the products when I change a record on the quote form.
Ie. I would like a choice field where I can choose for example standard quote and then the system adds the products relating to that choice?
  • Dale Tiley Profile Picture
    Dale Tiley 14 on at
    Auto-Populate Quotation Products
    Hi, Thanks for the responses, I figured out that you can create opportunities with products and then use the get products function to populate the quote.
  • Suggested answer
    Tamilarasu Arunachalam Profile Picture
    Tamilarasu Arunachalam 560 on at
    Auto-Populate Quotation Products
    Hi Dale,
         As per my understanding to your question, you are using the same products.

    You can use any one of the method below:

    1. you could use JS to populate the fields instantly by adding the code in on-change event of the choice field
    2. use plugin or workflow(Power Automate).
        Note: Plugin or Power Automate works after a record gets saved
     
    The below reference might help you on this.
     
    If this answer helps you, make it as a verified
     
    Regards,
    Tamilarasu Arunachalam
  • Zap Objects Profile Picture
    Zap Objects 913 on at
    Auto-Populate Quotation Products
    Hi Dale,
     
    One approach could be to use a third party app like: Zap Copy Record which can clone / copy / duplicate any record and its child records in a single click!
    Below is the link to learn more and to take trial:

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