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khedir
Helper I
Helper I

Qualify an opportunity and create quote in D365

Dear all,

 

I'm creating a Dynamics 365 opportunity using power automate as you can see below:

 

 

opp.PNG

 

after creating the opportunity, i'm using the perform bound action connector to create a quote from the opportunity.

 

oppo.PNG

 

bound.PNG

 

Both the quote and opportunity are created successfully. I can see the quote in the quotes tab in the opportunity. 

 

However, they are not linked in the business process. 

 

when i click qualify on the opportunity, i cannot see the quote there.

 

Is there a way to link the opportunity and the quote in the business process using power automate? and how can i qualify the opportunity from power automate?

 

 

Thanks  

 

2 ACCEPTED SOLUTIONS

Accepted Solutions
Expiscornovus
Super User
Super User

Hi @khedir,


You can update it via the related Opportunity Sales Process bpf instance record.

 

Below is an example of such an action.

updaterow_bpf_stage.png

View solution in original post

Thank you. 

 

Thats what i ended up doing.

I was able to list the opportunity sales process and then get the stage names.

 

I updated the sales process with the quotation and then modified the traversed path to include the second stage, which is quotation.

View solution in original post

2 REPLIES 2
Expiscornovus
Super User
Super User

Hi @khedir,


You can update it via the related Opportunity Sales Process bpf instance record.

 

Below is an example of such an action.

updaterow_bpf_stage.png

View solution in original post

Thank you. 

 

Thats what i ended up doing.

I was able to list the opportunity sales process and then get the stage names.

 

I updated the sales process with the quotation and then modified the traversed path to include the second stage, which is quotation.

View solution in original post

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