Qualify an opportunity and create quote in D365

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Posted on by Community Power Pla... Microsoft Employee

Dear all,

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

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

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

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Expiscornovus 33,851 Most Valuable Professional on at

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Hi @Anonymous,

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

Below is an example of such an action.

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Community Power Pla... Microsoft Employee on at

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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.

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Chris BCH 6 on at

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Hi,
I'm not seeing that bound action for Opportunity appear in the dropdown list - do you need to enter it manually?

Thanks

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