News and Announcements icon

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Creating a flow to pre...

Finance | Project Operations, Human Resources, ...

Suggested answer

Creating a flow to pre populate quote lines

(0) Share

Report

Report

Posted on by Dale Tiley

14

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

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Chris McCoy 782 on at

Like (0)

Report

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.

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 284,876 Super User

#2

Ludwig Reinhard Microsoft Employee

#3

Martin Dráb 225,425 Super User

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans