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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Creating a flow to pre...
Finance | Project Operations, Human Resources, ...
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Creating a flow to pre populate quote lines

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Posted on by Dale Tiley 18
Hi Guys;
Im really hoping that someone can assist me here.
I would like to create a flow that I can trigger from the quote products subgrid that will pre populate various products.
I need this as we prepare allot of quotes daily and all of them use the same products so I would like to eliminate having to add the products each time?
 
Thanks in advance
  • Suggested answer
    Chris McCoy Profile Picture
    Chris McCoy 792 on at
    Creating a flow to pre populate quote lines
    You can use a template approach to achieve this. You can raise the quote and then save it as a template to recall the next time you require that set of parts.
     
     

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