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Workflow Elements by Aiden Kaskela

Microsoft Business Applications MVP, Contractor, Evangelist

Workflow Elements by Aiden Kaskela

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      • Schedule Workflows in Dynamics
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      • Assign – Get Owner by Query
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      • Relationship – Associate From Query
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      • Query – Run Workflow on Results
      • Sales – Add Line Item
      • Sales – Convert Order to Invoice
      • Sales – Convert Quote to Order
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Sales – Convert Quote to Order

This activity lets you convert a quote into a sales order. The quote must be in a Won status.

Input Parameters

Parameter Name Type Description
Quote to Convert Quote record The quote to create an order from.

Output Parameters

Parameter Name Type Description
Sales Order Sales Order record The newly created order.

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