Session
Generate Quote Documents in Project Operations at the Click of a Button
Project Operations (CRM):
1. Functional understanding of Quotes in Project Operations.
2. Fixed Price & Time & Material Type of Quote Lines.
Power Automate Flow:
1. Calling a power Automate Flow on click of a button.
2. Processing word templates in power automate.
a. Creating dynamic tables in word template.
3. Creating different separate documents for Fixed Price, Time and Material and both type of Quote lines with single flow.
4. Error Handling in Power Automate Flow.
SharePoint:
1. Creating SharePoint document location related to an entity using Power Automate Flow.
2. Storing word documents in these SharePoint document locations using Power Automate Flow.
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