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msm8504
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D365 flow to close remaining quotes when one marked as won

Hello,

 

Our current system has custom code, that when a you win a quote on an opportunity, loops through remaining draft quotes and sets them to closed.  The current code is causing issues so I'm inquiring whether it is possible to build this process with a flow.  Has anyone has success doing this process?

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Accepted Solutions
Community Support Team
Community Support Team

Re: D365 flow to close remaining quotes when one marked as won

Hi @msm8504 ,

 

Do you want to close all the quotes related to an opportunity when one of them closed?

 

Please check the following configuration for a reference.

 

Trigger the flow with When a record is updated in Quotes entity.

 

Add a Condition to check if the Status label is equal to Closed.

 

Note: In Dynamics 365 Quotes entity, when we say we won a quote, the status is “Closed”.

 

Under If yes branch, add action List records, select entity Opportunities. Input the following code in Filter query field:

opportunityid eq Opportunity (dynamic content from the trigger)

Add List records 2, select entity Quotes, and input the following code in Filter query field:

_opportunityid_value eq Opportunity (dynamic content from List records)

Add action Update a record, select entity Quotes and dynamic content Quote (from action List records2) for the Record identifier field.

 

Then click Show advanced options to set the Status label to Closed.

 

Images for your reference.

1.PNG2.PNG3.PNG

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Community Support Team
Community Support Team

Re: D365 flow to close remaining quotes when one marked as won

Hi @msm8504 ,

 

Do you want to close all the quotes related to an opportunity when one of them closed?

 

Please check the following configuration for a reference.

 

Trigger the flow with When a record is updated in Quotes entity.

 

Add a Condition to check if the Status label is equal to Closed.

 

Note: In Dynamics 365 Quotes entity, when we say we won a quote, the status is “Closed”.

 

Under If yes branch, add action List records, select entity Opportunities. Input the following code in Filter query field:

opportunityid eq Opportunity (dynamic content from the trigger)

Add List records 2, select entity Quotes, and input the following code in Filter query field:

_opportunityid_value eq Opportunity (dynamic content from List records)

Add action Update a record, select entity Quotes and dynamic content Quote (from action List records2) for the Record identifier field.

 

Then click Show advanced options to set the Status label to Closed.

 

Images for your reference.

1.PNG2.PNG3.PNG

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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