Process Sales 365 quotes automatically in Business Central

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Posted on 14 Mar 2024 09:37:39 by Frida_Admotion

Hi! I am quite new to building flows, but I learn step by step.
My new challenge is that we are integrating Sales 365 with Business Central. When a quote is won in Sales 365 it will get status Won also in BC, on this side:

There we have to push a button called "Process in business central" to move the won quote into the standard quote list.

I would like this to happen automatically. So this is the flow I strive for:
When a quote gets the status Won in the Sales 365 quote list I would like the action "Process in business central" happen.

Then I will add a flow for the standard quote list to send a e-mail when a new quote poppes in, but that I think I can manage by myself.
I would be so grateful for any help with this. 🙏