Copy Price List Items to Quote Lines with Flow

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I wanted to write this blog post as an explanation of my answer to a question on the Dynamics 365 for Sales Forum at the Dynamics 365 Community, but I didn’t publish it until now.

This flow will copy the Price List Items of a Price List that is selected on a Quote, to the Quote Lines.

This is the overview of the flow:

In this case I will use a ‘When a record is selected’ trigger to be able to enter the quantity for all products that are added.

For each Price List Item of the selected Price List we get the Product Name and create a Quote Line record for the Quote that is triggered on. The Quantity of the input field is used to set the Quantity.

Now I create a new Quote and start the Flow:

And the 35 items of the Retail price list are copied to the Quote Lines.

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